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 | $137,065 | $73,638+86.1% | $95,952+42.8% | $73,488+86.5% |
| Participation rate | 48.6% | 76.2%-27.6pp | 77.1%-28.5pp | 70.7%-22.1pp |
| Annual return | 15.03% | 16.78%-1.8pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,511 | $1,863-18.9% | $2,541-40.5% | $2,270-33.4% |
| Participant deferral / active EE | $3,023 | $3,617-16.4% | $4,167-27.5% | $3,740-19.2% |
| Admin fee / account holder | $227 | $482-52.9% | $6,795-96.7% | $513-55.8% |