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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.
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 | $2,555 | $58,627-95.6% | $76,735-96.7% | $82,448-96.9% |
| Participation rate | 65.5% | 63.2%+2.3pp | 69.5%-4.0pp | 68.1%-2.6pp |
| Annual return | 23.74% | 39.10%-15.4pp | 29.77%-6.0pp | 41.64%-17.9pp |
| Employer contribution / active EE | $191 | $1,729-88.9% | $2,454-92.2% | $2,551-92.5% |
| Participant deferral / active EE | $1,126 | $3,134-64.1% | $4,088-72.5% | $4,139-72.8% |
| Admin fee / account holder | $184 | $5,323-96.5% | $7,189-97.4% | $7,234-97.5% |