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.
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 | $26,865 | $58,879-54.4% | $178,490-84.9% | $73,488-63.4% |
| Participation rate | 21.0% | 66.2%-45.3pp | 81.9%-61.0pp | 70.7%-49.7pp |
| Annual return | 11.10% | 24.86%-13.8pp | 151.07%-140.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $517 | $2,236-76.9% | $5,011-89.7% | $2,270-77.2% |
| Participant deferral / active EE | $3,237 | $2,567+26.1% | $5,202-37.8% | $3,740-13.4% |
| Admin fee / account holder | $16 | $400-95.9% | $13,984-99.9% | $513-96.8% |