Filed June 7, 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 4-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $442,245 | $81,947+439.7% | $105,387+319.6% | $72,985+505.9% |
| Participation rate | 0.0% | 76.5%-76.5pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 8.66% | 42.90%-34.2pp | 26.82%-18.2pp | 81.00%-72.3pp |
| Employer contribution / active EE | $25,517 | $3,468+635.8% | $4,213+505.7% | $2,440+945.9% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,607-100.0% |
| Admin fee / account holder | $20,899 | $6,258+234.0% | $6,559+218.6% | $5,124+307.8% |