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 | $60,385 | $69,763-13.4% | $67,502-10.5% | $74,495-18.9% |
| Participation rate | 67.6% | 71.4%-3.7pp | 72.9%-5.2pp | 67.2%+0.4pp |
| Annual return | 16.81% | -40.34%+57.2pp | 3512.12%-3495.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,154 | $2,704+16.6% | $2,731+15.5% | $2,623+20.2% |
| Participant deferral / active EE | $3,282 | $3,636-9.7% | $4,000-18.0% | $4,346-24.5% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |