Filed April 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,943 | $138,385-22.7% | $184,200-41.9% | $80,874+32.2% |
| Participation rate | 67.9% | 83.9%-16.0pp | 86.8%-19.0pp | 67.6%+0.2pp |
| Annual return | 10.63% | 20.02%-9.4pp | 28.80%-18.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2,309 | $4,849-52.4% | $6,424-64.1% | $2,756-16.2% |
| Participant deferral / active EE | $5,244 | $7,073-25.8% | $9,132-42.6% | $4,297+22.1% |
| Admin fee / account holder | $54,317 | $10,483+418.1% | $13,907+290.6% | $6,935+683.2% |