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 | $94,305 | $101,499-7.1% | $147,005-35.8% | $74,546+26.5% |
| Participation rate | 63.4% | 75.5%-12.2pp | 82.2%-18.8pp | 67.2%-3.8pp |
| Annual return | 31.36% | 8732.34%-8701.0pp | 418.76%-387.4pp | 1366.03%-1334.7pp |
| Employer contribution / active EE | $2,186 | $3,811-42.6% | $4,934-55.7% | $2,624-16.7% |
| Participant deferral / active EE | $7,850 | $7,304+7.5% | $8,070-2.7% | $4,347+80.6% |
| Admin fee / account holder | $4 | $1,748-99.8% | $13,006-100.0% | $1,944-99.8% |