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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,654 | $44,425-87.3% | $67,834-91.7% | $55,167-89.8% |
| Participation rate | 33.3% | 59.7%-26.4pp | 68.8%-35.5pp | 69.0%-35.7pp |
| Annual return | 7.55% | 17.80%-10.2pp | 138.47%-130.9pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $567 | $2,166-73.8% | $3,160-82.0% | $3,054-81.4% |
| Admin fee / account holder | $31 | $530-94.1% | $4,622-99.3% | $504-93.8% |