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 7-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 | $10,204 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,482 | $59,186-45.1% | $76,768-57.7% | $56,287-42.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 77.0%-27.0pp | 69.9%-19.9pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $671 | $1,759-61.9% | $2,485-73.0% | $2,111-68.2% |
| Participant deferral / active EE | $882 | $3,255-72.9% | $3,852-77.1% | $3,350-73.7% |
| Admin fee / account holder | $28 | $489-94.3% | $6,675-99.6% | $521-94.7% |