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 | $38,166 | $47,898-20.3% | $117,472-67.5% | $64,808-41.1% |
| Participation rate | 30.9% | 61.9%-31.0pp | 70.6%-39.7pp | 71.5%-40.6pp |
| Annual return | -12.24% | -15.54%+3.3pp | 29.74%-42.0pp | 32.82%-45.1pp |
| Employer contribution / active EE | $321 | $1,774-81.9% | $4,176-92.3% | $2,506-87.2% |
| Participant deferral / active EE | $2,225 | $3,151-29.4% | $4,070-45.3% | $4,310-48.4% |
| Admin fee / account holder | $188 | $132+42.9% | $5,645-96.7% | $188+0.3% |