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 | $19,379 | $46,732-58.5% | $156,549-87.6% | $55,167-64.9% |
| Participation rate | 44.6% | 65.8%-21.2pp | 84.0%-39.5pp | 69.0%-24.4pp |
| Annual return | 10.00% | 17.72%-7.7pp | 32.23%-22.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $99 | $2,105-95.3% | $5,501-98.2% | $1,963-95.0% |
| Participant deferral / active EE | $944 | $2,204-57.2% | $4,871-80.6% | $3,054-69.1% |
| Admin fee / account holder | $4 | $418-98.9% | $13,027-100.0% | $504-99.1% |