Filed May 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,046 | $45,0350% | $62,995-28.5% | $70,131-35.8% |
| Participation rate | 55.3% | 69.5%-14.3pp | 74.8%-19.5pp | 69.5%-14.3pp |
| Annual return | 16.63% | 18.76%-2.1pp | 87.57%-70.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,632 | $2,051-20.4% | $2,759-40.8% | $2,342-30.3% |
| Participant deferral / active EE | $5,011 | $2,465+103.3% | $3,329+50.5% | $3,332+50.4% |
| Admin fee / account holder | $3,436 | $2,834+21.2% | $3,600-4.6% | $4,645-26.0% |