Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 37 · EIN 04-2647786 | Loan Processing | $725 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,638 | $106,110-69.2% | $147,005-77.8% | $77,671-58.0% |
| Participation rate | 53.0% | 78.4%-25.4pp | 82.2%-29.2pp | 70.6%-17.6pp |
| Annual return | 30.58% | 56.77%-26.2pp | 418.76%-388.2pp | 31.21%-0.6pp |
| Employer contribution / active EE | $1,183 | $4,065-70.9% | $4,934-76.0% | $2,726-56.6% |
| Participant deferral / active EE | $4,329 | $7,992-45.8% | $8,070-46.4% | $4,648-6.9% |
| Admin fee / account holder | $12 | $338-96.5% | $13,006-99.9% | $430-97.2% |