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 | $1,221 |
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.
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 | $21,264 | $56,503-62.4% | $70,092-69.7% | $64,808-67.2% |
| Participation rate | 37.7% | 70.5%-32.7pp | 70.5%-32.7pp | 71.5%-33.7pp |
| Annual return | -19.23% | -13.44%-5.8pp | 190.73%-210.0pp | 32.82%-52.0pp |
| Employer contribution / active EE | $859 | $2,046-58.0% | $2,559-66.4% | $2,506-65.7% |
| Participant deferral / active EE | $1,954 | $3,389-42.3% | $3,849-49.2% | $4,310-54.7% |
| Admin fee / account holder | $179 | $160+11.7% | $6,267-97.1% | $188-4.6% |