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 | $75,559 | $83,427-9.4% | $115,756-34.7% | $68,494+10.3% |
| Participation rate | 55.8% | 71.9%-16.1pp | 77.1%-21.3pp | 67.9%-12.1pp |
| Annual return | -16.92% | -10.95%-6.0pp | 143.14%-160.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,744 | $3,075-43.3% | $3,793-54.0% | $2,596-32.8% |
| Participant deferral / active EE | $6,394 | $5,355+19.4% | $6,254+2.2% | $4,027+58.8% |
| Admin fee / account holder | $13,264 | $5,708+132.4% | $8,124+63.3% | $5,403+145.5% |