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 | $94,545 | $96,128-1.6% | $136,007-30.5% | $80,856+16.9% |
| Participation rate | 59.6% | 71.2%-11.7pp | 76.5%-16.9pp | 67.6%-8.1pp |
| Annual return | 12.78% | 28.71%-15.9pp | 579.32%-566.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,104 | $3,351-37.2% | $4,217-50.1% | $2,755-23.6% |
| Participant deferral / active EE | $7,654 | $5,709+34.1% | $7,025+9.0% | $4,296+78.2% |
| Admin fee / account holder | $10,586 | $8,236+28.5% | $6,858+54.4% | $6,918+53.0% |