Filed December 27, 2024
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.
Employer contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,898 | $181,894-92.9% | $156,549-91.8% | $273,961-95.3% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 3.09% | 30.74%-27.7pp | 32.23%-29.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $381 | $6,248-93.9% | $5,501-93.1% | $4,869-92.2% |
| Participant deferral / active EE | $2,083 | $5,550-62.5% | $4,871-57.2% | $5,287-60.6% |
| Admin fee / account holder | $48 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |