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 8-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 | $750 |
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 | $8,556 | $34,677-75.3% | $77,024-88.9% | $64,808-86.8% |
| Participation rate | 18.3% | 49.8%-31.5pp | 67.9%-49.6pp | 71.5%-53.2pp |
| Annual return | -16.05% | -5.33%-10.7pp | 42.32%-58.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $505 | $1,370-63.1% | $2,812-82.0% | $2,506-79.9% |
| Participant deferral / active EE | $872 | $2,556-65.9% | $4,426-80.3% | $4,310-79.8% |
| Admin fee / account holder | $16 | $179-91.0% | $5,425-99.7% | $188-91.5% |