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 |
|---|---|---|
BLACKROCK1+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS1+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR1+ years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MERIDIAN1+ years Service code 52 · EIN 68-0024203 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1+ years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1+ years Service code 52 · EIN 81-4484368 | Indirect Investment Fees | $0 |
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.
Employer 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 | $1,865 | $77,559-97.6% | $68,793-97.3% | $75,289-97.5% |
| Participation rate | 69.5% | 78.3%-8.8pp | 72.2%-2.7pp | 72.4%-2.9pp |
| Annual return | 0.00% | -1.01%+1.0pp | -4.63%+4.6pp | -0.04%0pp |
| Employer contribution / active EE | $67 | $1,993-96.6% | $2,625-97.5% | $2,405-97.2% |
| Participant deferral / active EE | $95 | $3,128-97.0% | $3,311-97.1% | $3,739-97.5% |
| Admin fee / account holder | $0 | $90-100.0% | $5,131-100.0% | $102-100.0% |