Filed February 2, 2018
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,282 | $91,760+13.6% | $156,181-33.2% | $67,986+53.4% |
| Participation rate | 62.6% | 65.0%-2.4pp | 78.8%-16.2pp | 57.2%+5.4pp |
| Annual return | 23.78% | 18.14%+5.6pp | 64.87%-41.1pp | 31.67%-7.9pp |
| Employer contribution / active EE | $2,243 | $2,419-7.3% | $4,294-47.8% | $2,019+11.1% |
| Participant deferral / active EE | $5,061 | $3,960+27.8% | $6,132-17.5% | $3,358+50.7% |
| Admin fee / account holder | $2,302 | $3,949-41.7% | $14,586-84.2% | $3,203-28.1% |