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 15 · EIN 01-0233346 | Recordkeeping | $200 |
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 | $16,032 | $49,451-67.6% | $79,550-79.8% | $66,914-76.0% |
| Participation rate | 37.0% | 61.3%-24.3pp | 69.5%-32.4pp | 69.8%-32.8pp |
| Annual return | -16.56% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,010 | $1,266-20.2% | $2,413-58.1% | $2,544-60.3% |
| Participant deferral / active EE | $2,210 | $3,159-30.0% | $3,985-44.5% | $4,237-47.8% |
| Admin fee / account holder | $196 | $595-67.0% | $6,832-97.1% | $593-67.0% |