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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,416 | $45,602-66.2% | $117,472-86.9% | $66,914-77.0% |
| Participation rate | 33.9% | 57.6%-23.7pp | 70.6%-36.7pp | 69.8%-35.9pp |
| Annual return | -15.47% | -16.74%+1.3pp | 29.74%-45.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $584 | $1,579-63.0% | $4,176-86.0% | $2,544-77.0% |
| Participant deferral / active EE | $1,222 | $2,845-57.0% | $4,070-70.0% | $4,237-71.1% |
| Admin fee / account holder | $9 | $661-98.6% | $5,645-99.8% | $593-98.5% |