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) | $5,782 |
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 | $52,949 | $50,199+5.5% | $70,092-24.5% | $66,914-20.9% |
| Participation rate | 54.2% | 66.3%-12.2pp | 70.5%-16.3pp | 69.8%-15.6pp |
| Annual return | -17.05% | -13.85%-3.2pp | 190.73%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,736 | $1,864-6.9% | $2,559-32.2% | $2,544-31.8% |
| Participant deferral / active EE | $4,511 | $3,112+45.0% | $3,849+17.2% | $4,237+6.5% |
| Admin fee / account holder | $10 | $600-98.3% | $6,267-99.8% | $593-98.3% |