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 | $101,736 | $54,573+86.4% | $90,951+11.9% | $73,488+38.4% |
| Participation rate | 41.1% | 61.2%-20.0pp | 69.0%-27.9pp | 70.7%-29.6pp |
| Annual return | 13.00% | 16.69%-3.7pp | 134.60%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $425 | $991-57.1% | $2,122-80.0% | $2,270-81.3% |
| Participant deferral / active EE | $3,076 | $2,517+22.2% | $3,373-8.8% | $3,740-17.7% |
| Admin fee / account holder | $133 | $521-74.6% | $5,959-97.8% | $513-74.1% |