Filed July 13, 2017 (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 | $104,307 | $53,127+96.3% | $86,590+20.5% | $70,131+48.7% |
| Participation rate | 58.3% | 65.3%-7.0pp | 73.5%-15.2pp | 69.5%-11.2pp |
| Annual return | 14.34% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,128 | $2,068-45.4% | $2,839-60.3% | $2,342-51.8% |
| Participant deferral / active EE | $3,187 | $2,696+18.2% | $3,609-11.7% | $3,332-4.3% |
| Admin fee / account holder | $1,549 | $3,585-56.8% | $4,906-68.4% | $4,645-66.6% |