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 | $684 |
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 | $88,525 | $84,487+4.8% | $125,339-29.4% | $66,914+32.3% |
| Participation rate | 56.4% | 76.4%-20.0pp | 82.4%-26.0pp | 69.8%-13.4pp |
| Annual return | -17.75% | -8.39%-9.4pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,435 | $3,553-59.6% | $4,814-70.2% | $2,544-43.6% |
| Participant deferral / active EE | $2,362 | $6,781-65.2% | $7,446-68.3% | $4,237-44.3% |
| Admin fee / account holder | $617 | $685-9.9% | $10,010-93.8% | $593+4.1% |