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 | $34,291 | $46,674-26.5% | $117,472-70.8% | $68,494-49.9% |
| Participation rate | 12.2% | 56.8%-44.5pp | 70.6%-58.3pp | 67.9%-55.6pp |
| Annual return | -14.52% | -14.52%0pp | 29.74%-44.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $944 | $2,636-64.2% | $4,070-76.8% | $4,027-76.6% |
| Admin fee / account holder | $84 | $4,020-97.9% | $5,645-98.5% | $5,403-98.4% |