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 | $64,490 | $56,503+14.1% | $70,092-8.0% | $64,808-0.5% |
| Participation rate | 39.7% | 70.5%-30.7pp | 70.5%-30.7pp | 71.5%-31.7pp |
| Annual return | -22.49% | -13.44%-9.1pp | 190.73%-213.2pp | 32.82%-55.3pp |
| Employer contribution / active EE | $762 | $2,046-62.7% | $2,559-70.2% | $2,506-69.6% |
| Participant deferral / active EE | $2,299 | $3,389-32.2% | $3,849-40.3% | $4,310-46.7% |
| Admin fee / account holder | $5 | $160-96.9% | $6,267-99.9% | $188-97.3% |