Filed June 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,081 | $102,966-26.1% | $90,281-15.7% | $152,861-50.2% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.4%-18.2pp |
| Annual return | 5.44% | 95.16%-89.7pp | 78.10%-72.7pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,489 | $3,139-20.7% | $2,854-12.8% | $4,762-47.7% |
| Participant deferral / active EE | $4,310 | $4,281+0.7% | $3,885+10.9% | $5,850-26.3% |
| Admin fee / account holder | $1,655 | $6,171-73.2% | $5,351-69.1% | $11,596-85.7% |