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.
Annual investment return 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 | $108,508 | $81,900+32.5% | $119,609-9.3% | $68,494+58.4% |
| Participation rate | 63.9% | 71.9%-8.0pp | 79.3%-15.3pp | 67.9%-4.0pp |
| Annual return | -20.64% | -23.82%+3.2pp | -14.97%-5.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,545 | $2,693-5.5% | $4,232-39.9% | $2,596-2.0% |
| Participant deferral / active EE | $5,099 | $4,148+22.9% | $5,602-9.0% | $4,027+26.6% |
| Admin fee / account holder | -$122 | $6,582-101.9% | $10,323-101.2% | $5,403-102.3% |