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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,829 | $76,670-10.2% | $96,683-28.8% | $71,457-3.7% |
| Participation rate | 31.6% | 66.6%-35.0pp | 74.3%-42.8pp | 67.9%-36.3pp |
| Annual return | 3.84% | 48.29%-44.5pp | 35.69%-31.9pp | 28.85%-25.0pp |
| Employer contribution / active EE | $656 | $3,031-78.4% | $3,737-82.5% | $2,588-74.7% |
| Participant deferral / active EE | $2,767 | $3,771-26.6% | $4,878-43.3% | $4,289-35.5% |
| Admin fee / account holder | $367 | $2,028-81.9% | $6,730-94.6% | $1,587-76.9% |