Filed June 28, 2018
Total covered: 23 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.
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 | $39,344 | $185,822-78.8% | $169,993-76.9% | $139,434-71.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 26.84% | 60.50%-33.7pp | 53.37%-26.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,040 | $7,590-86.3% | $6,785-84.7% | $4,751-78.1% |
| Participant deferral / active EE | $3,745 | $11,622-67.8% | $10,408-64.0% | $6,710-44.2% |
| Admin fee / account holder | $37,089 | $15,381+141.1% | $12,815+189.4% | $11,403+225.3% |