Filed December 12, 2019
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 7-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 | $14,120 | $102,966-86.3% | $90,281-84.4% | $152,861-90.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $523 | $3,139-83.3% | $2,854-81.7% | $4,762-89.0% |
| Participant deferral / active EE | $1,772 | $4,281-58.6% | $3,885-54.4% | $5,850-69.7% |
| Admin fee / account holder | $29 | $6,171-99.5% | $5,351-99.5% | $11,596-99.7% |