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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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $20,591 | $74,661-72.4% | $160,784-87.2% | $67,986-69.7% |
| Participation rate | 10.0% | 57.1%-47.1pp | 77.0%-67.0pp | 57.2%-47.2pp |
| Annual return | 11.60% | 28.83%-17.2pp | 1803.92%-1792.3pp | 31.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $667 | $3,681-81.9% | $6,293-89.4% | $3,358-80.1% |
| Admin fee / account holder | $1,718 | $3,959-56.6% | $9,717-82.3% | $3,203-46.4% |