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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 | $28,930 | $94,031-69.2% | $115,768-75.0% | $82,448-64.9% |
| Participation rate | 22.2% | 70.4%-48.2pp | 74.4%-52.2pp | 68.1%-45.8pp |
| Annual return | 13.10% | 20.61%-7.5pp | 100.46%-87.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $590 | $3,972-85.2% | $4,917-88.0% | $4,139-85.8% |
| Admin fee / account holder | $245 | $10,249-97.6% | $12,439-98.0% | $7,234-96.6% |