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 | $105,490 | $102,605+2.8% | $145,661-27.6% | $84,808+24.4% |
| Participation rate | 57.8% | 74.3%-16.5pp | 77.2%-19.4pp | 68.3%-10.5pp |
| Annual return | 16.42% | 26.50%-10.1pp | 101.46%-85.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,536 | $3,325-53.8% | $4,238-63.7% | $2,631-41.6% |
| Participant deferral / active EE | $6,192 | $5,750+7.7% | $7,198-14.0% | $4,212+47.0% |
| Admin fee / account holder | $5,297 | $8,758-39.5% | $12,466-57.5% | $7,344-27.9% |