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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $6,358 | $64,707-90.2% | $112,228-94.3% | $68,494-90.7% |
| Participation rate | 67.9% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -19.74% | -11.40%-8.3pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,379 | $3,565-33.3% | $4,728-49.7% | $4,027-40.9% |
| Admin fee / account holder | $170 | $5,232-96.7% | $6,410-97.3% | $5,403-96.8% |