Filed December 19, 2019
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 6-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 | $8,095 | $46,674-82.7% | $117,472-93.1% | $68,494-88.2% |
| Participation rate | 68.4% | 56.8%+11.6pp | 70.6%-2.2pp | 67.9%+0.5pp |
| Annual return | -12.01% | -14.52%+2.5pp | 29.74%-41.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $906 | $1,505-39.8% | $4,176-78.3% | $2,596-65.1% |
| Participant deferral / active EE | $1,649 | $2,636-37.5% | $4,070-59.5% | $4,027-59.1% |
| Admin fee / account holder | $227 | $4,020-94.4% | $5,645-96.0% | $5,403-95.8% |