Filed April 4, 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 7-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 | $23,852 | $84,695-71.8% | $73,843-67.7% | $125,391-81.0% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -0.22% | 3123.53%-3123.7pp | 2267.84%-2268.1pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,531 | $3,123-19.0% | $2,787-9.2% | $4,866-48.0% |
| Participant deferral / active EE | $2,542 | $3,992-36.3% | $3,583-29.1% | $5,352-52.5% |
| Admin fee / account holder | $1,089 | $5,691-80.9% | $4,880-77.7% | $9,540-88.6% |