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 | $180,749-64.0% | $160,784-59.6% | $137,256-52.6% |
| Participation rate | 68.2% | 80.0%-11.8pp | 77.0%-8.8pp | 80.0%-11.8pp |
| Annual return | 21.43% | 2234.46%-2213.0pp | 1803.92%-1782.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,739 | $4,155-10.0% | $3,733+0.2% | $4,156-10.0% |
| Participant deferral / active EE | $9,738 | $6,844+42.3% | $6,293+54.7% | $6,407+52.0% |
| Admin fee / account holder | $11,270 | $10,397+8.4% | $9,717+16.0% | $12,270-8.1% |