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 | $24,333 | $61,272-60.3% | $149,673-83.7% | $71,457-65.9% |
| Participation rate | 26.0% | 62.5%-36.5pp | 78.8%-52.7pp | 67.9%-41.9pp |
| Annual return | 19.90% | 35.85%-16.0pp | 134.42%-114.5pp | 28.85%-9.0pp |
| Employer contribution / active EE | $194 | $2,378-91.9% | $4,818-96.0% | $2,588-92.5% |
| Participant deferral / active EE | $967 | $2,917-66.9% | $5,680-83.0% | $4,289-77.5% |
| Admin fee / account holder | $205 | $1,261-83.8% | $13,210-98.4% | $1,587-87.1% |