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.
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 | $30,522 | $70,669-56.8% | $169,368-82.0% | $75,163-59.4% |
| Participation rate | 69.2% | 64.8%+4.4pp | 77.1%-7.9pp | 67.2%+2.0pp |
| Annual return | 15.62% | 36.36%-20.7pp | 405.60%-390.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $323 | $2,211-85.4% | $4,013-91.9% | $2,670-87.9% |
| Participant deferral / active EE | $5,361 | $4,311+24.4% | $6,221-13.8% | $4,125+30.0% |
| Admin fee / account holder | $97 | $5,402-98.2% | $9,003-98.9% | $5,651-98.3% |