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 7-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 | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,568 | $70,879-78.0% | $189,557-91.8% | $79,386-80.4% |
| Participation rate | 65.4% | 68.0%-2.5pp | 78.4%-13.0pp | 70.7%-5.3pp |
| Annual return | 24.40% | 20.70%+3.7pp | 64.17%-39.8pp | 116.85%-92.5pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $4,081-100.0% | $6,174-100.0% | $4,046-100.0% |
| Admin fee / account holder | $148 | $647-77.2% | $9,807-98.5% | $626-76.4% |