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.
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 | $22,401 | $26,114-14.2% | $58,482-61.7% | $74,419-69.9% |
| Participation rate | 22.2% | 32.1%-9.9pp | 50.9%-28.7pp | 70.7%-48.5pp |
| Annual return | 10.65% | 32.51%-21.9pp | 4239.32%-4228.7pp | 34.38%-23.7pp |
| Employer contribution / active EE | $155 | $536-71.0% | $1,053-85.3% | $2,637-94.1% |
| Participant deferral / active EE | $806 | $1,075-25.0% | $1,924-58.1% | $4,528-82.2% |
| Admin fee / account holder | $18 | $649-97.2% | $2,516-99.3% | $348-94.9% |