Filed July 20, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,142 | $95,274-84.1% | $135,903-88.9% | $74,419-79.7% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 13.43% | 32.77%-19.3pp | 68.23%-54.8pp | 34.38%-20.9pp |
| Employer contribution / active EE | $2,034 | $3,874-47.5% | $4,856-58.1% | $2,637-22.9% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $266-99.8% | $10,762-100.0% | $348-99.8% |