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.
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 | $90,957 | $50,199+81.2% | $70,092+29.8% | $66,914+35.9% |
| Participation rate | 36.0% | 66.3%-30.4pp | 70.5%-34.5pp | 69.8%-33.8pp |
| Annual return | -15.04% | -13.85%-1.2pp | 190.73%-205.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $52 | $1,864-97.2% | $2,559-98.0% | $2,544-98.0% |
| Participant deferral / active EE | $3,191 | $3,112+2.5% | $3,849-17.1% | $4,237-24.7% |
| Admin fee / account holder | $17 | $600-97.1% | $6,267-99.7% | $593-97.1% |