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.
Annual investment return 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 | $29,151 | $60,323-51.7% | $81,812-64.4% | $74,495-60.9% |
| Participation rate | 45.3% | 62.9%-17.6pp | 72.3%-27.1pp | 67.2%-21.9pp |
| Annual return | 9.11% | 16.90%-7.8pp | 773.79%-764.7pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,873 | $3,387-44.7% | $4,319-56.6% | $4,346-56.9% |
| Admin fee / account holder | $176 | $1,486-88.1% | $7,386-97.6% | $1,942-90.9% |