Filed June 19, 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 9-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 | $3,172 | $107,791-97.1% | $90,645-96.5% | $135,375-97.7% |
| Participation rate | 68.4% | 78.0%-9.6pp | 74.0%-5.6pp | 82.6%-14.2pp |
| Annual return | -17.90% | -0.90%-17.0pp | 1.88%-19.8pp | 519.73%-537.6pp |
| Employer contribution / active EE | $766 | $3,018-74.6% | $2,532-69.7% | $4,779-84.0% |
| Participant deferral / active EE | $990 | $3,872-74.4% | $3,425-71.1% | $5,609-82.3% |
| Admin fee / account holder | $773 | $5,930-87.0% | $4,994-84.5% | $10,827-92.9% |