Filed January 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,921 | $138,347-22.7% | $184,203-42.0% | $80,856+32.2% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-24.0pp | 67.6%-4.8pp |
| Annual return | 9.24% | 20.02%-10.8pp | 28.81%-19.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,774 | $4,850-63.4% | $6,427-72.4% | $2,755-35.6% |
| Participant deferral / active EE | $4,221 | $7,071-40.3% | $9,131-53.8% | $4,296-1.7% |
| Admin fee / account holder | $1,451 | $10,483-86.2% | $13,901-89.6% | $6,918-79.0% |