Filed November 3, 2015 (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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,247 | $71,883-70.4% | $86,677-75.5% | $68,494-69.0% |
| Participation rate | 47.2% | 72.2%-25.0pp | 76.6%-29.4pp | 67.9%-20.7pp |
| Annual return | -19.18% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,471 | $2,173-32.3% | $2,836-48.2% | $2,596-43.4% |
| Participant deferral / active EE | $2,252 | $3,779-40.4% | $4,656-51.6% | $4,027-44.1% |
| Admin fee / account holder | $1,829 | $6,112-70.1% | $7,493-75.6% | $5,403-66.1% |