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 | $72,776 | $49,451+47.2% | $79,550-8.5% | $66,914+8.8% |
| Participation rate | 41.0% | 61.3%-20.4pp | 69.5%-28.5pp | 69.8%-28.9pp |
| Annual return | -37.78% | 84.25%-122.0pp | 0.16%-37.9pp | 1.58%-39.4pp |
| Employer contribution / active EE | $493 | $1,266-61.0% | $2,413-79.6% | $2,544-80.6% |
| Participant deferral / active EE | $2,315 | $3,159-26.7% | $3,985-41.9% | $4,237-45.4% |
| Admin fee / account holder | $18 | $595-97.0% | $6,832-99.7% | $593-96.9% |