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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.
Annual investment return 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 | $163,892 | $102,245+60.3% | $89,340+83.4% | $137,256+19.4% |
| Participation rate | 43.8% | 74.9%-31.1pp | 69.6%-25.8pp | 80.0%-36.2pp |
| Annual return | -46.55% | 21.89%-68.4pp | 20.57%-67.1pp | 220.34%-266.9pp |
| Employer contribution / active EE | $989 | $2,529-60.9% | $2,231-55.7% | $4,156-76.2% |
| Participant deferral / active EE | $1,620 | $4,436-63.5% | $3,823-57.6% | $6,407-74.7% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |