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.
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 | $30,452 | $49,693-38.7% | $70,515-56.8% | $74,419-59.1% |
| Participation rate | 31.7% | 64.7%-32.9pp | 68.3%-36.6pp | 70.7%-39.0pp |
| Annual return | 17.81% | 21.22%-3.4pp | 32.77%-15.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $391 | $1,773-77.9% | $2,973-86.8% | $2,637-85.2% |
| Participant deferral / active EE | $1,359 | $3,376-59.7% | $4,567-70.2% | $4,528-70.0% |
| Admin fee / account holder | $13 | $316-95.9% | $6,412-99.8% | $348-96.2% |