Filed December 7, 2017 (most recent of 3 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 | $195,867 | $96,635+102.7% | $86,612+126.1% | $139,434+40.5% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 17.41% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $12,543 | $3,263+284.4% | $3,022+315.0% | $4,751+164.0% |
| Participant deferral / active EE | $9,381 | $4,836+94.0% | $4,438+111.4% | $6,710+39.8% |
| Admin fee / account holder | $9,279 | $6,408+44.8% | $5,614+65.3% | $11,403-18.6% |