Filed July 18, 2023
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 9-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.
Annual investment return 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 | $10,473 | $78,422-86.6% | $95,952-89.1% | $79,858-86.9% |
| Participation rate | 46.4% | 73.5%-27.1pp | 77.1%-30.6pp | 69.6%-23.2pp |
| Annual return | 4.55% | 19.37%-14.8pp | 91.61%-87.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $563 | $1,945-71.1% | $2,541-77.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,788 | $3,440-48.0% | $4,167-57.1% | $3,740-52.2% |
| Admin fee / account holder | $37 | $5,622-99.3% | $6,795-99.4% | $5,306-99.3% |