Filed November 18, 2024
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 | $59,235 | $80,724-26.6% | $103,333-42.7% | $74,495-20.5% |
| Participation rate | 56.7% | 65.7%-9.0pp | 74.5%-17.8pp | 67.2%-10.5pp |
| Annual return | 13.37% | 27.56%-14.2pp | 24.88%-11.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,018 | $3,157-67.8% | $3,868-73.7% | $2,623-61.2% |
| Participant deferral / active EE | $2,975 | $3,860-22.9% | $5,057-41.2% | $4,346-31.6% |
| Admin fee / account holder | $17 | $2,368-99.3% | $8,355-99.8% | $1,942-99.1% |