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.
Employer contribution per participant 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 | $69,643 | $106,028-34.3% | $146,958-52.6% | $77,643-10.3% |
| Participation rate | 37.3% | 78.4%-41.1pp | 82.2%-44.8pp | 70.6%-33.3pp |
| Annual return | 14.36% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,367 | $7,990-20.3% | $8,070-21.1% | $4,647+37.0% |
| Admin fee / account holder | $46 | $337-86.3% | $12,998-99.6% | $430-89.3% |