Filed October 31, 2024
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 9-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.
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 | $1,546 | $39,122-96.0% | $57,179-97.3% | $62,891-97.5% |
| Participation rate | 81.0% | 70.5%+10.4pp | 75.3%+5.6pp | 69.3%+11.6pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $465 | $1,874-75.2% | $2,682-82.7% | $2,281-79.6% |
| Participant deferral / active EE | $766 | $2,374-67.7% | $3,096-75.3% | $3,203-76.1% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |