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 | $87,892 | $82,917+6.0% | $103,333-14.9% | $77,643+13.2% |
| Participation rate | 36.8% | 71.6%-34.7pp | 74.5%-37.7pp | 70.6%-33.7pp |
| Annual return | 12.66% | 19.13%-6.5pp | 24.88%-12.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $654 | $3,552-81.6% | $3,868-83.1% | $2,726-76.0% |
| Participant deferral / active EE | $2,931 | $4,108-28.7% | $5,057-42.0% | $4,647-36.9% |
| Admin fee / account holder | $247 | $638-61.2% | $8,355-97.0% | $430-42.5% |