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 | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,174 | $49,451-57.2% | $79,550-73.4% | $66,914-68.4% |
| Participation rate | 68.5% | 61.3%+7.2pp | 69.5%-1.0pp | 69.8%-1.3pp |
| Annual return | -10.18% | 84.25%-94.4pp | 0.16%-10.3pp | 1.58%-11.8pp |
| Employer contribution / active EE | $720 | $1,266-43.1% | $2,413-70.1% | $2,544-71.7% |
| Participant deferral / active EE | $990 | $3,159-68.6% | $3,985-75.2% | $4,237-76.6% |
| Admin fee / account holder | $7 | $595-98.9% | $6,832-99.9% | $593-98.9% |