Filed May 1, 2019
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,921 | $36,694-53.9% | $40,145,923-100.0% | $55,167-69.3% |
| Participation rate | 27.7% | 57.2%-29.4pp | 68.4%-40.7pp | 69.0%-41.3pp |
| Annual return | 6.46% | 10.16%-3.7pp | 5.24%+1.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $815 | $1,135-28.2% | $1,844-55.8% | $1,963-58.5% |
| Participant deferral / active EE | $1,199 | $1,679-28.6% | $2,591-53.7% | $3,054-60.7% |
| Admin fee / account holder | $0 | $175-100.0% | $2,903-100.0% | $504-100.0% |