Filed October 14, 2018
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 9-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,873 | $63,346+390.8% | $92,233+237.1% | $70,131+343.3% |
| Participation rate | 56.1% | 68.7%-12.6pp | 76.5%-20.4pp | 69.5%-13.4pp |
| Annual return | 6832143.00% | 530.12%+6831612.9pp | 176.28%+6831966.7pp | 73.14%+6832069.9pp |
| Employer contribution / active EE | $7,752 | $2,471+213.7% | $3,679+110.7% | $2,342+230.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,385 | $3,840-63.9% | $5,194-73.3% | $4,645-70.2% |