Filed April 11, 2018
Total covered: 4 employees
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 | $64,996 | $189,613-65.7% | $167,512-61.2% | $142,382-54.4% |
| Participation rate | 68.2% | 80.1%-12.0pp | 77.1%-8.9pp | 80.1%-11.9pp |
| Annual return | 21.43% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,739 | $4,349-14.0% | $3,882-3.7% | $4,299-13.0% |
| Participant deferral / active EE | $9,738 | $6,981+39.5% | $6,405+52.0% | $6,507+49.6% |
| Admin fee / account holder | $11,270 | $10,528+7.0% | $9,769+15.4% | $12,624-10.7% |