Filed January 12, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,130 | $109,359-85.3% | $162,163-90.1% | $72,985-77.9% |
| Participation rate | 69.2% | 84.3%-15.0pp | 87.6%-18.3pp | 69.5%-0.3pp |
| Annual return | 30.76% | 25.46%+5.3pp | 115.59%-84.8pp | 81.00%-50.2pp |
| Employer contribution / active EE | $1,726 | $3,907-55.8% | $5,614-69.3% | $2,440-29.3% |
| Participant deferral / active EE | $3,152 | $5,481-42.5% | $7,298-56.8% | $3,607-12.6% |
| Admin fee / account holder | $65 | $7,972-99.2% | $10,843-99.4% | $5,124-98.7% |