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 | $1,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,157 | $44,642-39.2% | $91,220-70.2% | $66,914-59.4% |
| Participation rate | 40.7% | 64.9%-24.2pp | 73.2%-32.5pp | 69.8%-29.1pp |
| Annual return | -21.83% | -12.29%-9.5pp | 114.01%-135.8pp | 1.58%-23.4pp |
| Employer contribution / active EE | $1,506 | $1,706-11.8% | $2,850-47.2% | $2,544-40.8% |
| Participant deferral / active EE | $2,232 | $3,349-33.3% | $4,234-47.3% | $4,237-47.3% |
| Admin fee / account holder | $116 | $521-77.7% | $5,420-97.9% | $593-80.4% |