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 49 · EIN 71-0294708 | Other Services | $0 |
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 | $21,148 | $81,900-74.2% | $119,609-82.3% | $68,494-69.1% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.4pp | 67.9%-15.0pp |
| Annual return | -17.75% | -23.82%+6.1pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,208 | $4,148-70.9% | $5,602-78.4% | $4,027-70.0% |
| Admin fee / account holder | $16 | $6,582-99.8% | $10,323-99.8% | $5,403-99.7% |