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.
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 | $99,316 | $102,966-3.5% | $90,281+10.0% | $152,861-35.0% |
| Participation rate | 27.8% | 75.9%-48.1pp | 73.3%-45.5pp | 82.4%-54.7pp |
| Annual return | 21.10% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,772 | $4,281-58.6% | $3,885-54.4% | $5,850-69.7% |
| Admin fee / account holder | $1,354 | $6,171-78.1% | $5,351-74.7% | $11,596-88.3% |