Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,728 | $55,472-41.0% | $155,567-79.0% | $74,546-56.1% |
| Participation rate | 58.3% | 61.9%-3.6pp | 78.2%-19.9pp | 67.2%-8.9pp |
| Annual return | 12.55% | 268.72%-256.2pp | 64.74%-52.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,323 | $2,838-18.1% | $5,628-58.7% | $4,347-46.6% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,916-99.9% | $1,944-99.5% |