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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,164 | $67,984-1.2% | $65,493+2.6% | $74,304-9.6% |
| Participation rate | 68.5% | 66.3%+2.1pp | 73.1%-4.6pp | 60.3%+8.1pp |
| Annual return | 11.20% | 19.87%-8.7pp | 982.45%-971.2pp | 29.43%-18.2pp |
| Employer contribution / active EE | $3,439 | $2,491+38.1% | $2,574+33.6% | $2,241+53.5% |
| Participant deferral / active EE | $3,497 | $3,346+4.5% | $3,961-11.7% | $3,767-7.2% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |