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 35-0145825 | Recordkeeping | $86,150 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,764 | $106,028-71.9% | $146,958-79.7% | $77,643-61.7% |
| Participation rate | 46.2% | 78.4%-32.2pp | 82.2%-35.9pp | 70.6%-24.4pp |
| Annual return | 20.85% | 56.73%-35.9pp | 418.34%-397.5pp | 31.24%-10.4pp |
| Employer contribution / active EE | $1,479 | $4,063-63.6% | $4,933-70.0% | $2,726-45.7% |
| Participant deferral / active EE | $2,554 | $7,990-68.0% | $8,070-68.4% | $4,647-45.0% |
| Admin fee / account holder | $29 | $337-91.4% | $12,998-99.8% | $430-93.3% |