Filed December 27, 2024 (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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,441 | $167,484-86.0% | $151,611-84.5% | $134,475-82.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.43% | 7.80%-24.2pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,619 | $6,829-76.3% | $6,166-73.7% | $4,740-65.8% |
| Participant deferral / active EE | $1,640 | $8,986-81.7% | $8,363-80.4% | $6,400-74.4% |
| Admin fee / account holder | $3,301 | $13,783-76.0% | $11,616-71.6% | $11,426-71.1% |