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.
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 | $34,132 | $73,638-53.6% | $95,952-64.4% | $73,488-53.6% |
| Participation rate | 67.7% | 76.2%-8.4pp | 77.1%-9.3pp | 70.7%-2.9pp |
| Annual return | 15.13% | 16.78%-1.7pp | 91.61%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,369 | $3,617-34.5% | $4,167-43.1% | $3,740-36.6% |
| Admin fee / account holder | $15 | $482-96.9% | $6,795-99.8% | $513-97.1% |