Filed February 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 | $49,355 | $54,350-9.2% | $82,719-40.3% | $68,494-27.9% |
| Participation rate | 69.4% | 63.9%+5.4pp | 72.6%-3.2pp | 67.9%+1.5pp |
| Annual return | -17.29% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $565 | $2,218-74.5% | $3,009-81.2% | $2,596-78.3% |
| Participant deferral / active EE | $2,459 | $3,246-24.3% | $4,395-44.1% | $4,027-38.9% |
| Admin fee / account holder | $6,190 | $4,395+40.8% | $5,329+16.2% | $5,403+14.6% |