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 | $109,743 | $100,923+8.7% | $150,045-26.9% | $74,304+47.7% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.3%-15.7pp | 60.3%+6.3pp |
| Annual return | 18.64% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $2,698 | $3,463-22.1% | $4,693-42.5% | $2,241+20.4% |
| Participant deferral / active EE | $9,170 | $6,709+36.7% | $7,997+14.7% | $3,767+143.4% |
| Admin fee / account holder | $26 | $2,767-99.0% | $13,435-99.8% | $2,969-99.1% |