Filed July 6, 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 | $80,320 | $95,762-16.1% | $379,746-78.8% | $79,858+0.6% |
| Participation rate | 56.3% | 74.0%-17.7pp | 78.4%-22.2pp | 69.6%-13.4pp |
| Annual return | 20.18% | 18.26%+1.9pp | 34.90%-14.7pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,603 | $2,695-40.5% | $3,540-54.7% | $2,471-35.1% |
| Participant deferral / active EE | $5,621 | $4,705+19.5% | $6,024-6.7% | $3,740+50.3% |
| Admin fee / account holder | $840 | $6,745-87.5% | $7,927-89.4% | $5,306-84.2% |