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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,138 | $47,479-93.4% | $62,929-95.0% | $82,448-96.2% |
| Participation rate | 48.6% | 66.9%-18.3pp | 73.1%-24.5pp | 68.1%-19.5pp |
| Annual return | 23.71% | 20.34%+3.4pp | 1063.93%-1040.2pp | 41.64%-17.9pp |
| Employer contribution / active EE | $418 | $1,885-77.8% | $2,505-83.3% | $2,551-83.6% |
| Participant deferral / active EE | $790 | $2,870-72.5% | $3,888-79.7% | $4,139-80.9% |
| Admin fee / account holder | $263 | $3,804-93.1% | $5,065-94.8% | $7,234-96.4% |