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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,499 | $55,415-55.8% | $155,509-84.2% | $74,495-67.1% |
| Participation rate | 40.2% | 61.9%-21.7pp | 78.2%-38.0pp | 67.2%-27.0pp |
| Annual return | 9.54% | 268.50%-259.0pp | 64.67%-55.1pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $570 | $2,267-74.9% | $4,672-87.8% | $2,623-78.3% |
| Participant deferral / active EE | $1,687 | $2,836-40.5% | $5,626-70.0% | $4,346-61.2% |
| Admin fee / account holder | $1,006 | $1,738-42.1% | $15,912-93.7% | $1,942-48.2% |