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 27 | Advisory (Plan) | $1,102 |
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 | $57,587 | $54,590+5.5% | $81,930-29.7% | $73,488-21.6% |
| Participation rate | 55.4% | 68.3%-12.9pp | 72.0%-16.6pp | 70.7%-15.3pp |
| Annual return | 20.21% | 17.74%+2.5pp | 29.49%-9.3pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,532 | $1,636-6.4% | $4,310-64.5% | $2,270-32.5% |
| Participant deferral / active EE | $3,699 | $2,759+34.1% | $7,107-48.0% | $3,740-1.1% |
| Admin fee / account holder | $11 | $592-98.2% | $5,158-99.8% | $513-97.9% |