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 | $79,729 | $101,317-21.3% | $146,958-45.7% | $74,495+7.0% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 11.54% | 8730.91%-8719.4pp | 418.34%-406.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,198 | $3,810-68.5% | $4,933-75.7% | $2,623-54.3% |
| Participant deferral / active EE | $4,108 | $7,303-43.8% | $8,070-49.1% | $4,346-5.5% |
| Admin fee / account holder | $49 | $1,739-97.2% | $12,998-99.6% | $1,942-97.5% |