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 | $33,772 | $37,393-9.7% | $77,024-56.2% | $66,914-49.5% |
| Participation rate | 41.8% | 52.9%-11.0pp | 67.9%-26.1pp | 69.8%-28.0pp |
| Annual return | -20.32% | -3.29%-17.0pp | 42.32%-62.6pp | 1.58%-21.9pp |
| Employer contribution / active EE | $565 | $1,531-63.1% | $2,812-79.9% | $2,544-77.8% |
| Participant deferral / active EE | $1,478 | $2,617-43.5% | $4,426-66.6% | $4,237-65.1% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |