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 4-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 | $2,872 | $24,733-88.4% | $69,647-95.9% | $74,495-96.1% |
| Participation rate | 61.7% | 63.5%-1.8pp | 66.5%-4.7pp | 67.2%-5.5pp |
| Annual return | 19.31% | 18.55%+0.8pp | 100.48%-81.2pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $283 | $1,001-71.7% | $1,712-83.5% | $2,623-89.2% |
| Participant deferral / active EE | $786 | $1,901-58.6% | $2,886-72.8% | $4,346-81.9% |
| Admin fee / account holder | $12 | $1,892-99.4% | $4,713-99.8% | $1,942-99.4% |