Filed March 31, 2023
Total covered: 7 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 3-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.
Annual investment return 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 | $51 | $56,053-99.9% | $75,972-99.9% | $80,856-99.9% |
| Participation rate | 93.8% | 62.0%+31.8pp | 69.1%+24.8pp | 67.6%+26.2pp |
| Annual return | -1151.68% | 20.53%-1172.2pp | 359.55%-1511.2pp | 35.59%-1187.3pp |
| Employer contribution / active EE | $21,119 | $1,874+1026.9% | $2,685+686.6% | $2,755+666.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | -$475 | $5,234-109.1% | $6,467-107.3% | $6,918-106.9% |