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) | $5,332 |
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 | $64,261 | $59,584+7.8% | $86,874-26.0% | $79,386-19.1% |
| Participation rate | 55.4% | 67.7%-12.2pp | 71.6%-16.2pp | 70.7%-15.3pp |
| Annual return | 13.34% | 23.15%-9.8pp | 63.52%-50.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,598 | $1,768-9.6% | $2,495-36.0% | $2,427-34.2% |
| Participant deferral / active EE | $4,114 | $3,036+35.5% | $3,699+11.2% | $4,046+1.7% |
| Admin fee / account holder | $10 | $604-98.3% | $5,828-99.8% | $626-98.4% |