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.
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 | $20,658 | $30,086-31.3% | $61,373-66.3% | $64,808-68.1% |
| Participation rate | 23.8% | 36.4%-12.6pp | 52.6%-28.8pp | 71.5%-47.7pp |
| Annual return | -15.74% | -13.99%-1.8pp | 338.61%-354.3pp | 32.82%-48.6pp |
| Employer contribution / active EE | $169 | $536-68.5% | $1,159-85.4% | $2,506-93.3% |
| Participant deferral / active EE | $908 | $1,126-19.4% | $2,125-57.3% | $4,310-78.9% |
| Admin fee / account holder | $57 | $148-61.8% | $2,130-97.3% | $188-69.9% |