Filed June 1, 2018
Total covered: 257 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,712 | $85,766-88.7% | $136,294-92.9% | $70,131-86.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.27% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $228 | $2,966-92.3% | $4,695-95.2% | $2,342-90.3% |
| Participant deferral / active EE | $1,019 | $5,051-79.8% | $6,247-83.7% | $3,332-69.4% |
| Admin fee / account holder | $2,744 | $5,420-49.4% | $9,243-70.3% | $4,645-40.9% |