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.
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 | $113,418 | $54,590+107.8% | $81,930+38.4% | $73,488+54.3% |
| Participation rate | 33.3% | 68.3%-35.0pp | 72.0%-38.7pp | 70.7%-37.3pp |
| Annual return | 14.36% | 17.74%-3.4pp | 29.49%-15.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,188 | $2,759-20.7% | $7,107-69.2% | $3,740-41.5% |
| Admin fee / account holder | $10 | $592-98.3% | $5,158-99.8% | $513-98.0% |