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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,430 | $84,487+29.5% | $125,339-12.7% | $66,914+63.5% |
| Participation rate | 64.8% | 76.4%-11.7pp | 82.4%-17.6pp | 69.8%-5.0pp |
| Annual return | -14.98% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $474 | $3,553-86.7% | $4,814-90.2% | $2,544-81.4% |
| Participant deferral / active EE | $5,606 | $6,781-17.3% | $7,446-24.7% | $4,237+32.3% |
| Admin fee / account holder | $95 | $685-86.1% | $10,010-99.0% | $593-83.9% |