Filed December 8, 2023 (most recent of 2 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,222-100.0% | $76,768-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -9.77% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,411 | $3,216-56.1% | $2,485-43.2% | $4,779-70.5% |
| Participant deferral / active EE | $2,115 | $4,509-53.1% | $3,852-45.1% | $5,609-62.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |