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 | $648 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,350 | $104,475-11.6% | $159,436-42.1% | $79,386+16.3% |
| Participation rate | 59.9% | 76.6%-16.7pp | 82.8%-22.9pp | 70.7%-10.8pp |
| Annual return | 14.71% | 67.95%-53.2pp | 263.57%-248.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,351 | $3,417-60.5% | $4,829-72.0% | $2,427-44.3% |
| Participant deferral / active EE | $2,110 | $6,467-67.4% | $7,352-71.3% | $4,046-47.9% |
| Admin fee / account holder | $597 | $711-16.1% | $10,799-94.5% | $626-4.7% |