Filed May 4, 2021
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,608 | $72,400+0.3% | $67,502+7.6% | $145,922-50.2% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 14.85% | 7182.46%-7167.6pp | 3512.12%-3497.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,092 | $3,069-31.8% | $2,731-23.4% | $4,660-55.1% |
| Participant deferral / active EE | $5,334 | $4,783+11.5% | $4,000+33.4% | $6,688-20.2% |
| Admin fee / account holder | $273 | $5,539-95.1% | $3,998-93.2% | $13,397-98.0% |