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 | $84,403 | $69,823+20.9% | $77,163+9.4% | $74,419+13.4% |
| Participation rate | 38.3% | 70.0%-31.7pp | 69.6%-31.3pp | 70.7%-32.4pp |
| Annual return | 22.11% | 19.98%+2.1pp | 37.87%-15.8pp | 34.38%-12.3pp |
| Employer contribution / active EE | $905 | $2,150-57.9% | $2,535-64.3% | $2,637-65.7% |
| Participant deferral / active EE | $2,683 | $3,558-24.6% | $3,833-30.0% | $4,528-40.8% |
| Admin fee / account holder | $9 | $398-97.7% | $5,472-99.8% | $348-97.4% |