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.
Employer contribution per participant 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 | $18,432 | $50,815-63.7% | $155,509-88.1% | $77,643-76.3% |
| Participation rate | 22.1% | 63.1%-41.0pp | 78.2%-56.1pp | 70.6%-48.5pp |
| Annual return | 18.41% | 34.80%-16.4pp | 64.67%-46.3pp | 31.24%-12.8pp |
| Employer contribution / active EE | $241 | $1,993-87.9% | $4,672-94.8% | $2,726-91.2% |
| Participant deferral / active EE | $1,207 | $2,822-57.2% | $5,626-78.6% | $4,647-74.0% |
| Admin fee / account holder | $114 | $437-73.9% | $15,912-99.3% | $430-73.5% |