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 7-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.
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 | $8,508 | $63,442-86.6% | $68,791-87.6% | $66,914-87.3% |
| Participation rate | 63.6% | 60.0%+3.6pp | 69.0%-5.4pp | 69.8%-6.2pp |
| Annual return | -14.72% | -8.29%-6.4pp | -6.38%-8.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $316 | $1,775-82.2% | $2,655-88.1% | $2,544-87.6% |
| Participant deferral / active EE | $3,155 | $2,945+7.1% | $3,941-20.0% | $4,237-25.5% |
| Admin fee / account holder | $30 | $577-94.8% | $4,932-99.4% | $593-94.9% |