Filed May 21, 2021 (most recent of 2 filings on file)
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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,349 | $77,899-66.2% | $149,673-82.4% | $75,163-64.9% |
| Participation rate | 34.7% | 65.6%-30.8pp | 78.8%-44.0pp | 67.2%-32.5pp |
| Annual return | 17.37% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $574 | $3,137-81.7% | $4,818-88.1% | $2,670-78.5% |
| Participant deferral / active EE | $1,576 | $3,411-53.8% | $5,680-72.3% | $4,125-61.8% |
| Admin fee / account holder | $2,933 | $5,956-50.8% | $13,210-77.8% | $5,651-48.1% |