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 8-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 | $15,488 | $58,644-73.6% | $177,989-91.3% | $199,593-92.2% |
| Participation rate | 8.2% | 65.5%-57.3pp | 77.1%-68.9pp | 72.0%-63.8pp |
| Annual return | 17.44% | 19.25%-1.8pp | 294.48%-277.0pp | 34.25%-16.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $3,949-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $376 | $4,248-91.1% | $6,276-94.0% | $5,087-92.6% |
| Admin fee / account holder | $66 | $145-54.7% | $10,363-99.4% | $269-75.5% |