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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,994 | $111,814-58.9% | $103,374-55.5% | $145,959-68.5% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 10.22% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $812 | $4,214-80.7% | $3,869-79.0% | $4,661-82.6% |
| Participant deferral / active EE | $2,601 | $5,618-53.7% | $5,058-48.6% | $6,689-61.1% |
| Admin fee / account holder | $213 | $9,754-97.8% | $8,394-97.5% | $13,398-98.4% |