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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,793 | $53,165-6.3% | $86,188-42.2% | $74,419-33.1% |
| Participation rate | 25.0% | 64.9%-39.9pp | 69.0%-44.0pp | 70.7%-45.8pp |
| Annual return | 14.03% | 22.64%-8.6pp | 1168.45%-1154.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,366 | $3,234-26.8% | $3,985-40.6% | $4,528-47.7% |
| Admin fee / account holder | $287 | $551-48.0% | $6,852-95.8% | $348-17.5% |