Filed January 11, 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 10-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 | $12,725 | $47,944-73.5% | $67,834-81.2% | $62,891-79.8% |
| Participation rate | 68.9% | 61.1%+7.8pp | 68.8%+0.1pp | 69.3%-0.4pp |
| Annual return | 2.53% | 11.77%-9.2pp | 138.47%-135.9pp | 20.14%-17.6pp |
| Employer contribution / active EE | $551 | $1,562-64.7% | $2,403-77.1% | $2,281-75.8% |
| Participant deferral / active EE | $1,657 | $2,247-26.2% | $3,160-47.6% | $3,203-48.3% |
| Admin fee / account holder | $110 | $3,712-97.0% | $4,622-97.6% | $4,296-97.4% |