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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,302 | $66,457-58.9% | $81,438-66.5% | $77,671-64.8% |
| Participation rate | 52.3% | 68.7%-16.5pp | 69.5%-17.2pp | 70.6%-18.3pp |
| Annual return | 13.90% | 15.93%-2.0pp | 24.74%-10.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $522 | $2,159-75.8% | $2,460-78.8% | $2,726-80.9% |
| Participant deferral / active EE | $1,768 | $3,679-52.0% | $3,883-54.5% | $4,648-62.0% |
| Admin fee / account holder | $164 | $583-71.8% | $5,764-97.1% | $430-61.8% |