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 | $41,601 | $42,353-1.8% | $79,550-47.7% | $64,808-35.8% |
| Participation rate | 30.6% | 64.8%-34.1pp | 69.5%-38.9pp | 71.5%-40.9pp |
| Annual return | -17.06% | -12.24%-4.8pp | 0.16%-17.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,075 | $3,170-3.0% | $3,985-22.8% | $4,310-28.7% |
| Admin fee / account holder | $284 | $160+77.8% | $6,832-95.8% | $188+51.1% |