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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,342 | $52,406-40.2% | $129,207-75.7% | $74,495-57.9% |
| Participation rate | 39.2% | 53.8%-14.6pp | 69.6%-30.4pp | 67.2%-28.0pp |
| Annual return | 13.44% | 15.66%-2.2pp | 9417.33%-9403.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $947 | $1,531-38.1% | $4,153-77.2% | $2,623-63.9% |
| Participant deferral / active EE | $1,464 | $2,794-47.6% | $4,168-64.9% | $4,346-66.3% |
| Admin fee / account holder | $203 | $2,633-92.3% | $7,715-97.4% | $1,942-89.5% |