Filed January 8, 2018 (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 | $145,767 | $60,124+142.4% | $90,404+61.2% | $79,858+82.5% |
| Participation rate | 69.8% | 65.0%+4.8pp | 72.7%-2.9pp | 69.6%+0.1pp |
| Annual return | 23.26% | 71.94%-48.7pp | 1293.02%-1269.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,325 | $2,068-35.9% | $3,262-59.4% | $2,471-46.4% |
| Participant deferral / active EE | $4,921 | $2,938+67.5% | $3,963+24.2% | $3,740+31.6% |
| Admin fee / account holder | $11,923 | $3,976+199.8% | $5,611+112.5% | $5,306+124.7% |