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.
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 | $74,738 | $59,417+25.8% | $93,606-20.2% | $74,495+0.3% |
| Participation rate | 64.8% | 59.7%+5.1pp | 68.7%-4.0pp | 67.2%-2.4pp |
| Annual return | 10.67% | 81.83%-71.2pp | 133.20%-122.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $546 | $1,264-56.8% | $2,420-77.5% | $2,623-79.2% |
| Participant deferral / active EE | $3,631 | $3,050+19.1% | $4,411-17.7% | $4,346-16.4% |
| Admin fee / account holder | $37 | $3,021-98.8% | $8,285-99.5% | $1,942-98.1% |