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 | $59,156 | $201,272-70.6% | $184,203-67.9% | $145,922-59.5% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 20.61% | 29.00%-8.4pp | 28.81%-8.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,070 | $7,022-84.8% | $6,427-83.4% | $4,660-77.0% |
| Participant deferral / active EE | $4,374 | $9,806-55.4% | $9,131-52.1% | $6,688-34.6% |
| Admin fee / account holder | $2,158 | $16,364-86.8% | $13,901-84.5% | $13,397-83.9% |