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 7-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 | $24,248 | $84,487-71.3% | $125,339-80.7% | $66,914-63.8% |
| Participation rate | 53.4% | 76.4%-23.0pp | 82.4%-28.9pp | 69.8%-16.4pp |
| Annual return | -9.57% | -8.39%-1.2pp | 572.05%-581.6pp | 1.58%-11.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,409 | $6,781+9.3% | $7,446-0.5% | $4,237+74.9% |
| Admin fee / account holder | $223 | $685-67.4% | $10,010-97.8% | $593-62.4% |