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.
Annual investment return 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 | $63,624 | $46,219+37.7% | $89,391-28.8% | $90,288-29.5% |
| Participation rate | 3.7% | 44.9%-41.2pp | 68.0%-64.3pp | 73.4%-69.7pp |
| Annual return | 12.42% | 25.71%-13.3pp | 245.62%-233.2pp | 53.97%-41.6pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $489 | $2,136-77.1% | $3,890-87.4% | $4,232-88.5% |
| Admin fee / account holder | $29 | $147-80.0% | $4,881-99.4% | $114-74.3% |