Filed January 31, 2017 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,034 | $78,422+178.0% | $95,952+127.2% | $79,858+173.0% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | -21.02% | 19.37%-40.4pp | 91.61%-112.6pp | 31.71%-52.7pp |
| Employer contribution / active EE | $22,726 | $1,945+1068.4% | $2,541+794.4% | $2,471+819.8% |
| Participant deferral / active EE | $11,856 | $3,440+244.7% | $4,167+184.5% | $3,740+217.0% |
| Admin fee / account holder | $25,711 | $5,622+357.3% | $6,795+278.4% | $5,306+384.5% |