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 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,972 | $53,136-81.2% | $155,509-93.6% | $199,593-95.0% |
| Participation rate | 24.4% | 64.1%-39.7pp | 78.2%-53.8pp | 72.0%-47.6pp |
| Annual return | 36.10% | 41.15%-5.0pp | 64.67%-28.6pp | 34.25%+1.8pp |
| Employer contribution / active EE | $165 | $1,851-91.1% | $4,672-96.5% | $3,034-94.6% |
| Participant deferral / active EE | $1,067 | $3,161-66.3% | $5,626-81.0% | $5,087-79.0% |
| Admin fee / account holder | $77 | $185-58.5% | $15,912-99.5% | $269-71.4% |