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 6-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 65 · EIN 94-1737782 | Account Maintenance | $350 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,243 | $55,449-83.3% | $83,848-89.0% | $56,287-83.6% |
| Participation rate | 33.9% | 68.0%-34.1pp | 76.1%-42.3pp | 69.9%-36.0pp |
| Annual return | -7.02% | -1.38%-5.6pp | 850.88%-857.9pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $695 | $2,935-76.3% | $4,082-83.0% | $3,350-79.2% |
| Admin fee / account holder | $4 | $656-99.4% | $5,478-99.9% | $521-99.3% |