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 | Recordkeeping | $7,258 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,680 | $98,727-43.6% | $113,168-50.8% | $85,563-34.9% |
| Participation rate | 40.7% | 80.8%-40.1pp | 76.6%-35.8pp | 66.0%-25.2pp |
| Annual return | 14.13% | 17.43%-3.3pp | 24.27%-10.1pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,114 | $2,907-61.7% | $2,975-62.6% | $2,654-58.0% |
| Participant deferral / active EE | $2,464 | $5,424-54.6% | $5,107-51.7% | $4,375-43.7% |
| Admin fee / account holder | $55 | $357-84.7% | $12,068-99.5% | $834-93.5% |