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 13 · EIN 41-0417830 | Contract Administrator | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,524 | $86,897-66.0% | $151,611-80.5% | $64,808-54.4% |
| Participation rate | 69.2% | 87.3%-18.1pp | 87.5%-18.3pp | 71.5%-2.3pp |
| Annual return | -9.36% | -3.57%-5.8pp | 3.33%-12.7pp | 32.82%-42.2pp |
| Employer contribution / active EE | $2,500 | $4,010-37.7% | $6,166-59.5% | $2,506-0.2% |
| Participant deferral / active EE | $6,537 | $6,690-2.3% | $8,363-21.8% | $4,310+51.7% |
| Admin fee / account holder | $10 | $153-93.4% | $11,616-99.9% | $188-94.6% |