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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,566 | $55,932-97.2% | $76,735-98.0% | $67,986-97.7% |
| Participation rate | 45.3% | 50.8%-5.5pp | 69.5%-24.2pp | 57.2%-11.9pp |
| Annual return | 18.06% | 23.10%-5.0pp | 29.77%-11.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $223 | $2,558-91.3% | $4,088-94.5% | $3,358-93.4% |
| Admin fee / account holder | $238 | $4,907-95.1% | $7,189-96.7% | $3,203-92.6% |