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 3-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 26 · EIN 71-0294708 | Advisory (Participants) | $17,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,119 | $55,415-45.6% | $155,509-80.6% | $74,495-59.6% |
| Participation rate | 42.0% | 61.9%-19.9pp | 78.2%-36.2pp | 67.2%-25.2pp |
| Annual return | 15.62% | 268.50%-252.9pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,007 | $2,267-55.6% | $4,672-78.4% | $2,623-61.6% |
| Participant deferral / active EE | $1,794 | $2,836-36.7% | $5,626-68.1% | $4,346-58.7% |
| Admin fee / account holder | $146 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |