Filed March 28, 2019 (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 | $109,610 | $109,817-0.2% | $98,442+11.3% | $167,490-34.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 11.86% | 1956.69%-1944.8pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $4,740 | $3,224+47.0% | $2,960+60.2% | $4,837-2.0% |
| Participant deferral / active EE | $9,858 | $4,673+111.0% | $4,276+130.5% | $6,341+55.5% |
| Admin fee / account holder | $6,953 | $6,753+3.0% | $5,949+16.9% | $12,309-43.5% |