Filed June 14, 2024 (most recent of 3 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,802 | $29,546+0.9% | $56,441-47.2% | $77,671-61.6% |
| Participation rate | 39.9% | 32.7%+7.3pp | 52.5%-12.5pp | 70.6%-30.6pp |
| Annual return | 15.48% | 19.01%-3.5pp | 1704.21%-1688.7pp | 31.21%-15.7pp |
| Employer contribution / active EE | $231 | $568-59.4% | $1,039-77.8% | $2,726-91.5% |
| Participant deferral / active EE | $1,892 | $1,061+78.3% | $1,953-3.1% | $4,648-59.3% |
| Admin fee / account holder | $188 | $1,046-82.0% | $2,829-93.4% | $430-56.4% |