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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 | $1,085 | $51,638-97.9% | $68,368-98.4% | $82,448-98.7% |
| Participation rate | 31.3% | 63.6%-32.4pp | 73.8%-42.5pp | 68.1%-36.8pp |
| Annual return | 14.13% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $20 | $2,914-99.3% | $4,123-99.5% | $4,139-99.5% |
| Admin fee / account holder | $156 | $4,643-96.6% | $5,150-97.0% | $7,234-97.8% |