Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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.
Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,399 | $58,828-89.1% | $77,999-91.8% | $62,891-89.8% |
| Participation rate | 26.2% | 71.1%-44.9pp | 75.5%-49.3pp | 69.3%-43.1pp |
| Annual return | -2.23% | 17.16%-19.4pp | 425.96%-428.2pp | 20.14%-22.4pp |
| Employer contribution / active EE | $748 | $1,672-55.3% | $2,470-69.7% | $2,281-67.2% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $33 | $4,393-99.3% | $5,480-99.4% | $4,296-99.2% |