Filed March 18, 2019
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 | $62,498 | $57,281+9.1% | $86,612-27.8% | $75,163-16.9% |
| Participation rate | 67.1% | 63.2%+3.9pp | 71.7%-4.6pp | 67.2%-0.1pp |
| Annual return | 18.74% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,816 | $2,314+21.7% | $3,022-6.8% | $2,670+5.5% |
| Participant deferral / active EE | $4,054 | $3,318+22.2% | $4,438-8.6% | $4,125-1.7% |
| Admin fee / account holder | $1,006 | $4,112-75.5% | $5,614-82.1% | $5,651-82.2% |