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.
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 | $9,554 | $61,660-84.5% | $80,019-88.1% | $64,186-85.1% |
| Participation rate | 49.0% | 71.7%-22.7pp | 75.8%-26.8pp | 69.6%-20.6pp |
| Annual return | 6.66% | -0.33%+7.0pp | 11.22%-4.6pp | 7.63%-1.0pp |
| Employer contribution / active EE | $2,077 | $1,810+14.7% | $2,468-15.8% | $2,381-12.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $27 | $5,417-99.5% | $6,521-99.6% | $4,888-99.4% |