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 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,773 | $44,764+183.2% | $68,791+84.3% | $64,808+95.6% |
| Participation rate | 31.4% | 64.8%-33.3pp | 69.0%-37.6pp | 71.5%-40.0pp |
| Annual return | -18.82% | -10.91%-7.9pp | -6.38%-12.4pp | 32.82%-51.6pp |
| Employer contribution / active EE | $987 | $1,775-44.4% | $2,655-62.8% | $2,506-60.6% |
| Participant deferral / active EE | $2,028 | $3,238-37.4% | $3,941-48.5% | $4,310-52.9% |
| Admin fee / account holder | $37 | $151-75.3% | $4,932-99.2% | $188-80.1% |