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 | $61,982 | $58,879+5.3% | $178,490-65.3% | $73,488-15.7% |
| Participation rate | 53.5% | 66.2%-12.7pp | 81.9%-28.4pp | 70.7%-17.1pp |
| Annual return | 15.65% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,128 | $2,236-49.6% | $5,011-77.5% | $2,270-50.3% |
| Participant deferral / active EE | $2,609 | $2,567+1.6% | $5,202-49.8% | $3,740-30.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |