Filed December 20, 2017 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,654 | $57,281+75.7% | $86,612+16.2% | $75,163+33.9% |
| Participation rate | 57.9% | 63.2%-5.3pp | 71.7%-13.8pp | 67.2%-9.3pp |
| Annual return | 17.38% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,337 | $3,318-29.6% | $4,438-47.3% | $4,125-43.3% |
| Admin fee / account holder | $10,848 | $4,112+163.8% | $5,614+93.2% | $5,651+92.0% |