See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,095 | $49,451-59.4% | $79,550-74.7% | $66,914-70.0% |
| Participation rate | 47.7% | 61.3%-13.6pp | 69.5%-21.8pp | 69.8%-22.1pp |
| Annual return | -16.94% | 84.25%-101.2pp | 0.16%-17.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,055 | $1,266-16.6% | $2,413-56.3% | $2,544-58.5% |
| Participant deferral / active EE | $1,892 | $3,159-40.1% | $3,985-52.5% | $4,237-55.3% |
| Admin fee / account holder | $187 | $595-68.6% | $6,832-97.3% | $593-68.5% |