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.
Participant 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 | $21,538 | $50,127-57.0% | $149,673-85.6% | $80,160-73.1% |
| Participation rate | 13.7% | 64.3%-50.6pp | 78.8%-65.0pp | 72.9%-59.2pp |
| Annual return | 17.08% | 29.82%-12.7pp | 134.42%-117.3pp | 40.38%-23.3pp |
| Employer contribution / active EE | $227 | $1,865-87.8% | $4,818-95.3% | $2,978-92.4% |
| Participant deferral / active EE | $402 | $3,194-87.4% | $5,680-92.9% | $5,017-92.0% |
| Admin fee / account holder | $60 | $153-60.6% | $13,210-99.5% | $145-58.5% |