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 |
|---|---|---|
TIAA6+ years Service code 12 · EIN 13-1624203 | Claims processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,942 | $97,018+109.2% | $149,696+35.6% | $106,222+91.1% |
| Participation rate | 69.3% | 67.0%+2.3pp | 82.5%-13.2pp | 70.8%-1.5pp |
| Annual return | 16.90% | 24.13%-7.2pp | 276.60%-259.7pp | 21.69%-4.8pp |
| Employer contribution / active EE | $7,544 | $2,520+199.4% | $4,644+62.4% | $2,723+177.0% |
| Participant deferral / active EE | $0 | $5,988-100.0% | $6,842-100.0% | $4,600-100.0% |
| Admin fee / account holder | $1 | $72-98.7% | $9,309-100.0% | $78-98.8% |