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 | $59,417+33.4% | $93,606-15.3% | $74,495+6.4% |
| Participation rate | 47.9% | 59.7%-11.8pp | 68.7%-20.9pp | 67.2%-19.3pp |
| Annual return | 19.25% | 81.83%-62.6pp | 133.20%-113.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $458 | $1,264-63.7% | $2,420-81.1% | $2,623-82.5% |
| Participant deferral / active EE | $3,250 | $3,050+6.5% | $4,411-26.3% | $4,346-25.2% |
| Admin fee / account holder | $6 | $3,021-99.8% | $8,285-99.9% | $1,942-99.7% |