Filed January 12, 2021
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,006 | $60,989-24.6% | $60,874-24.4% | $66,914-31.2% |
| Participation rate | 66.5% | 74.5%-8.0pp | 73.1%-6.6pp | 69.8%-3.3pp |
| Annual return | -12.42% | -9.60%-2.8pp | 16.90%-29.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $3,015 | $2,661+13.3% | $2,701+11.6% | $2,544+18.5% |
| Participant deferral / active EE | $3,078 | $3,615-14.8% | $3,817-19.3% | $4,237-27.3% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |