Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,829 | $82,664-59.1% | $125,339-73.0% | $68,494-50.6% |
| Participation rate | 53.0% | 75.0%-22.0pp | 82.4%-29.4pp | 67.9%-14.9pp |
| Annual return | -22.61% | -5.97%-16.6pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,420 | $3,381-58.0% | $4,814-70.5% | $2,596-45.3% |
| Participant deferral / active EE | $3,483 | $6,110-43.0% | $7,446-53.2% | $4,027-13.5% |
| Admin fee / account holder | $193 | $6,275-96.9% | $10,010-98.1% | $5,403-96.4% |