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 | $79,280 | $59,402+33.5% | $93,654-15.3% | $74,546+6.4% |
| Participation rate | 47.9% | 59.7%-11.8pp | 68.7%-20.9pp | 67.2%-19.3pp |
| Annual return | 19.25% | 81.86%-62.6pp | 133.34%-114.1pp | 1366.03%-1346.8pp |
| Employer contribution / active EE | $458 | $1,265-63.8% | $2,421-81.1% | $2,624-82.5% |
| Participant deferral / active EE | $3,250 | $3,049+6.6% | $4,413-26.4% | $4,347-25.3% |
| Admin fee / account holder | $6 | $3,023-99.8% | $8,282-99.9% | $1,944-99.7% |