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.
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 | $18,963 | $112,096-83.1% | $95,952-80.2% | $158,922-88.1% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 13.75% | 171.09%-157.3pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,478 | $3,198-53.8% | $2,541-41.8% | $4,761-68.9% |
| Participant deferral / active EE | $1,952 | $4,784-59.2% | $4,167-53.1% | $5,982-67.4% |
| Admin fee / account holder | $166 | $10,130-98.4% | $6,795-97.6% | $11,246-98.5% |