Filed February 10, 2022
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 4-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 | $33,640 | $138,385-75.7% | $184,200-81.7% | $80,874-58.4% |
| Participation rate | 57.4% | 83.9%-26.5pp | 86.8%-29.5pp | 67.6%-10.3pp |
| Annual return | 14.54% | 20.02%-5.5pp | 28.80%-14.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,576 | $4,849-46.9% | $6,424-59.9% | $2,756-6.5% |
| Participant deferral / active EE | $3,434 | $7,073-51.5% | $9,132-62.4% | $4,297-20.1% |
| Admin fee / account holder | $193 | $10,483-98.2% | $13,907-98.6% | $6,935-97.2% |