Filed April 22, 2024
Total covered: 135 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,448 | $89,588-77.2% | $136,007-85.0% | $77,643-73.7% |
| Participation rate | 0.6% | 74.3%-73.7pp | 76.5%-75.9pp | 70.6%-70.0pp |
| Annual return | 8.05% | 17.42%-9.4pp | 579.32%-571.3pp | 31.24%-23.2pp |
| Employer contribution / active EE | $3,201 | $3,491-8.3% | $4,217-24.1% | $2,726+17.4% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $11 | $539-98.0% | $6,858-99.8% | $430-97.6% |