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 13 · EIN 42-0127290 | Contract Administrator | $70 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,777 | $38,075-27.0% | $93,406-70.3% | $73,488-62.2% |
| Participation rate | 22.0% | 56.7%-34.7pp | 66.8%-44.8pp | 70.7%-48.7pp |
| Annual return | 20.04% | 17.59%+2.4pp | 78.05%-58.0pp | 28.51%-8.5pp |
| Employer contribution / active EE | $498 | $1,117-55.4% | $2,075-76.0% | $2,270-78.0% |
| Participant deferral / active EE | $678 | $2,012-66.3% | $3,126-78.3% | $3,740-81.9% |
| Admin fee / account holder | $1 | $351-99.6% | $5,230-100.0% | $513-99.7% |