Filed November 5, 2021
Total covered: 4 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,696 | $57,108-95.3% | $94,224-97.1% | $52,331-94.8% |
| Participation rate | 62.8% | 72.9%-10.1pp | 78.8%-15.9pp | 68.1%-5.3pp |
| Annual return | 0.00% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $526 | $1,735-69.7% | $3,587-85.3% | $1,882-72.1% |
| Participant deferral / active EE | $1,312 | $3,040-56.8% | $4,320-69.6% | $3,022-56.6% |
| Admin fee / account holder | $34 | $546-93.8% | $6,269-99.5% | $592-94.3% |