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.
Participant contribution per participant 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 | $15,466 | $73,004-78.8% | $90,749-83.0% | $68,494-77.4% |
| Participation rate | 51.9% | 70.8%-19.0pp | 75.7%-23.8pp | 67.9%-16.0pp |
| Annual return | 0.53% | -13.81%+14.3pp | -12.16%+12.7pp | -7.84%+8.4pp |
| Employer contribution / active EE | $1,975 | $2,193-9.9% | $2,921-32.4% | $2,596-23.9% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $96 | $5,896-98.4% | $8,445-98.9% | $5,403-98.2% |