Filed February 25, 2016 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,593 | $55,415+103.2% | $155,509-27.6% | $74,495+51.1% |
| Participation rate | 36.3% | 61.9%-25.6pp | 78.2%-41.9pp | 67.2%-30.9pp |
| Annual return | 15.40% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $608 | $2,267-73.2% | $4,672-87.0% | $2,623-76.8% |
| Participant deferral / active EE | $1,680 | $2,836-40.7% | $5,626-70.1% | $4,346-61.3% |
| Admin fee / account holder | $5,484 | $1,738+215.5% | $15,912-65.5% | $1,942+182.4% |