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 | $28,752 | $76,367-62.4% | $93,606-69.3% | $72,985-60.6% |
| Participation rate | 47.4% | 71.7%-24.4pp | 75.8%-28.5pp | 69.5%-22.1pp |
| Annual return | -72.21% | 25.82%-98.0pp | 32.76%-105.0pp | 81.00%-153.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,426 | $3,538-3.2% | $4,069-15.8% | $3,607-5.0% |
| Admin fee / account holder | $61 | $6,838-99.1% | $7,888-99.2% | $5,124-98.8% |