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 | $54,742 | $49,915+9.7% | $154,803-64.6% | $74,304-26.3% |
| Participation rate | 49.2% | 54.0%-4.8pp | 78.1%-28.9pp | 60.3%-11.2pp |
| Annual return | 13.02% | 34.06%-21.0pp | 58.88%-45.9pp | 29.43%-16.4pp |
| Employer contribution / active EE | $922 | $1,611-42.8% | $4,305-78.6% | $2,241-58.9% |
| Participant deferral / active EE | $1,827 | $2,255-19.0% | $5,540-67.0% | $3,767-51.5% |
| Admin fee / account holder | $37 | $2,189-98.3% | $14,329-99.7% | $2,969-98.8% |