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.
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 | $71,491 | $52,208+36.9% | $86,612-17.5% | $74,419-3.9% |
| Participation rate | 55.4% | 66.3%-11.0pp | 71.7%-16.3pp | 70.7%-15.4pp |
| Annual return | 16.13% | 44.46%-28.3pp | 591.07%-574.9pp | 34.38%-18.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,896 | $3,383-14.4% | $4,438-34.7% | $4,528-36.0% |
| Admin fee / account holder | $209 | $319-34.4% | $5,614-96.3% | $348-39.9% |