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 01-0233346 | Recordkeeping | $300 |
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 | $32,117 | $81,474-60.6% | $133,956-76.0% | $73,488-56.3% |
| Participation rate | 69.9% | 76.4%-6.4pp | 79.8%-9.9pp | 70.7%-0.8pp |
| Annual return | 17.32% | 19.40%-2.1pp | 45.09%-27.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,560 | $3,786-32.4% | $5,048-49.3% | $3,740-31.5% |
| Admin fee / account holder | $165 | $713-76.8% | $8,927-98.1% | $513-67.8% |