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 7-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 | $7,002 | $59,263-88.2% | $96,562-92.7% | $79,386-91.2% |
| Participation rate | 49.1% | 61.9%-12.8pp | 69.8%-20.8pp | 70.7%-21.6pp |
| Annual return | 15.81% | 27.07%-11.3pp | 37.78%-22.0pp | 116.85%-101.0pp |
| Employer contribution / active EE | $836 | $1,216-31.2% | $2,356-64.5% | $2,427-65.5% |
| Participant deferral / active EE | $1,265 | $2,948-57.1% | $3,849-67.1% | $4,046-68.7% |
| Admin fee / account holder | $31 | $658-95.3% | $6,181-99.5% | $626-95.1% |