Filed January 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 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 | $206,241 | $123,909+66.4% | $69,647+196.1% | $145,922+41.3% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.5%+0.2pp | 80.3%-13.6pp |
| Annual return | 13.78% | 190.55%-176.8pp | 100.48%-86.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,352 | $2,682+99.6% | $1,712+212.5% | $4,660+14.9% |
| Participant deferral / active EE | $9,435 | $4,236+122.7% | $2,886+226.9% | $6,688+41.1% |
| Admin fee / account holder | $102,460 | $7,863+1203.1% | $4,713+2074.1% | $13,397+664.8% |