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 | $13,286 | $56,114-76.3% | $96,139-86.2% | $85,850-84.5% |
| Participation rate | 55.9% | 56.7%-0.8pp | 68.4%-12.5pp | 69.3%-13.4pp |
| Annual return | 7.56% | 42.30%-34.7pp | 191.94%-184.4pp | 318.53%-311.0pp |
| Employer contribution / active EE | $648 | $1,620-60.0% | $2,797-76.8% | $2,565-74.8% |
| Participant deferral / active EE | $1,681 | $2,859-41.2% | $4,349-61.4% | $3,952-57.5% |
| Admin fee / account holder | $96 | $3,768-97.4% | $5,537-98.3% | $6,260-98.5% |