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 | $72,396+0.3% | $67,511+7.6% | $145,959-50.3% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 14.85% | 7194.07%-7179.2pp | 3517.41%-3502.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,092 | $3,071-31.9% | $2,733-23.4% | $4,661-55.1% |
| Participant deferral / active EE | $5,334 | $4,781+11.6% | $4,000+33.3% | $6,689-20.3% |
| Admin fee / account holder | $273 | $5,538-95.1% | $3,999-93.2% | $13,398-98.0% |