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 | $775 |
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 | $13,111 | $56,503-76.8% | $70,092-81.3% | $64,808-79.8% |
| Participation rate | 64.0% | 70.5%-6.5pp | 70.5%-6.5pp | 71.5%-7.5pp |
| Annual return | -18.35% | -13.44%-4.9pp | 190.73%-209.1pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,196 | $2,046-41.6% | $2,559-53.3% | $2,506-52.3% |
| Participant deferral / active EE | $2,442 | $3,389-27.9% | $3,849-36.5% | $4,310-43.3% |
| Admin fee / account holder | $25 | $160-84.2% | $6,267-99.6% | $188-86.5% |