Filed December 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,621 | $54,705+427.6% | $71,209+305.3% | $84,808+240.3% |
| Participation rate | 68.6% | 64.1%+4.5pp | 73.8%-5.2pp | 68.3%+0.3pp |
| Annual return | 14.88% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $7,847 | $2,158+263.6% | $2,721+188.4% | $2,631+198.2% |
| Participant deferral / active EE | $1,394 | $3,030-54.0% | $4,175-66.6% | $4,212-66.9% |
| Admin fee / account holder | $7,733 | $4,863+59.0% | $5,349+44.6% | $7,344+5.3% |