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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,932 | $115,744-93.1% | $100,391-92.1% | $199,593-96.0% |
| Participation rate | 5.5% | 85.7%-80.1pp | 81.5%-76.0pp | 72.0%-66.5pp |
| Annual return | 18.16% | 17.79%+0.4pp | 49.20%-31.0pp | 34.25%-16.1pp |
| Employer contribution / active EE | $0 | $3,657-100.0% | $3,942-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $151 | $9,844-98.5% | $8,082-98.1% | $5,087-97.0% |
| Admin fee / account holder | $14 | $93-84.4% | $7,899-99.8% | $269-94.6% |