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 | $24,811-88.4% | $69,701-95.9% | $74,546-96.1% |
| Participation rate | 61.7% | 63.5%-1.8pp | 66.4%-4.7pp | 67.2%-5.5pp |
| Annual return | 19.31% | 18.53%+0.8pp | 100.32%-81.0pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $283 | $1,003-71.8% | $1,713-83.5% | $2,624-89.2% |
| Participant deferral / active EE | $786 | $1,904-58.7% | $2,887-72.8% | $4,347-81.9% |
| Admin fee / account holder | $12 | $1,898-99.4% | $4,717-99.8% | $1,944-99.4% |