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 | $37,061 | $52,293-29.1% | $178,490-79.2% | $73,409-49.5% |
| Participation rate | 67.9% | 65.3%+2.6pp | 81.9%-14.0pp | 72.2%-4.2pp |
| Annual return | 14.23% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $592 | $1,735-65.9% | $5,011-88.2% | $2,234-73.5% |
| Participant deferral / active EE | $2,590 | $2,332+11.1% | $5,202-50.2% | $3,805-31.9% |
| Admin fee / account holder | $51 | $127-59.9% | $13,984-99.6% | $158-67.6% |