Filed October 30, 2018
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 3-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 | $7,643 | $41,078-81.4% | $80,569-90.5% | $71,457-89.3% |
| Participation rate | 31.0% | 50.2%-19.2pp | 67.0%-36.0pp | 67.9%-36.9pp |
| Annual return | 0.00% | 38.45%-38.5pp | 935.43%-935.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $806 | $1,506-46.5% | $2,723-70.4% | $2,588-68.9% |
| Participant deferral / active EE | $1,219 | $2,699-54.8% | $4,447-72.6% | $4,289-71.6% |
| Admin fee / account holder | $288 | $1,840-84.4% | $5,377-94.6% | $1,587-81.9% |