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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 | $8,106 | $52,353-84.5% | $120,225-93.3% | $82,448-90.2% |
| Participation rate | 48.0% | 58.3%-10.3pp | 69.6%-21.6pp | 68.1%-20.1pp |
| Annual return | 25.60% | 61.85%-36.3pp | 439.23%-413.6pp | 41.64%-16.0pp |
| Employer contribution / active EE | $133 | $1,510-91.2% | $3,475-96.2% | $2,551-94.8% |
| Participant deferral / active EE | $1,166 | $2,627-55.6% | $3,999-70.8% | $4,139-71.8% |
| Admin fee / account holder | $119 | $4,363-97.3% | $5,696-97.9% | $7,234-98.4% |