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 | $55,996 | $104,475-46.4% | $159,436-64.9% | $79,386-29.5% |
| Participation rate | 41.4% | 76.6%-35.2pp | 82.8%-41.4pp | 70.7%-29.3pp |
| Annual return | 26.03% | 67.95%-41.9pp | 263.57%-237.5pp | 116.85%-90.8pp |
| Employer contribution / active EE | $497 | $3,417-85.5% | $4,829-89.7% | $2,427-79.5% |
| Participant deferral / active EE | $3,697 | $6,467-42.8% | $7,352-49.7% | $4,046-8.6% |
| Admin fee / account holder | $223 | $711-68.7% | $10,799-97.9% | $626-64.5% |