Filed February 20, 2018 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,714 | $99,020-5.4% | $86,590+8.2% | $147,584-36.5% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 16.60% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,058 | $3,972-48.2% | $3,609-43.0% | $5,439-62.2% |
| Admin fee / account holder | $1,811 | $5,710-68.3% | $4,906-63.1% | $10,885-83.4% |