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 35-0145825 | Recordkeeping | $1,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,168 | $61,272-11.6% | $149,673-63.8% | $71,457-24.2% |
| Participation rate | 39.3% | 62.5%-23.2pp | 78.8%-39.5pp | 67.9%-28.7pp |
| Annual return | 11.06% | 35.85%-24.8pp | 134.42%-123.4pp | 28.85%-17.8pp |
| Employer contribution / active EE | $1,101 | $2,378-53.7% | $4,818-77.1% | $2,588-57.5% |
| Participant deferral / active EE | $1,180 | $2,917-59.5% | $5,680-79.2% | $4,289-72.5% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |