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.
Participant 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 | $73,848 | $78,419-5.8% | $133,956-44.9% | $73,409+0.6% |
| Participation rate | 22.6% | 78.6%-56.0pp | 79.8%-57.3pp | 72.2%-49.6pp |
| Annual return | 12.90% | 33.35%-20.4pp | 45.09%-32.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,497 | $3,925-61.9% | $5,048-70.3% | $3,805-60.7% |
| Admin fee / account holder | $38 | $161-76.4% | $8,927-99.6% | $158-75.9% |