Filed November 6, 2017 (most recent of 2 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,071 | $63,346+13.8% | $92,233-21.9% | $70,131+2.8% |
| Participation rate | 26.1% | 68.7%-42.6pp | 76.5%-50.4pp | 69.5%-43.5pp |
| Annual return | 18.19% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $673 | $2,471-72.7% | $3,679-81.7% | $2,342-71.2% |
| Participant deferral / active EE | $2,507 | $2,854-12.1% | $3,897-35.7% | $3,332-24.7% |
| Admin fee / account holder | $498 | $3,840-87.0% | $5,194-90.4% | $4,645-89.3% |