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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,679 | $201,272-75.3% | $184,203-73.0% | $145,922-66.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 30.59% | 29.00%+1.6pp | 28.81%+1.8pp | 561.29%-530.7pp |
| Employer contribution / active EE | $2,232 | $7,022-68.2% | $6,427-65.3% | $4,660-52.1% |
| Participant deferral / active EE | $2,485 | $9,806-74.7% | $9,131-72.8% | $6,688-62.8% |
| Admin fee / account holder | $208 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |