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 | $45,343+20.7% | $150,298-63.6% | $67,986-19.5% |
| Participation rate | 49.2% | 51.9%-2.7pp | 77.8%-28.6pp | 57.2%-8.0pp |
| Annual return | 13.02% | 33.28%-20.3pp | 62.79%-49.8pp | 31.67%-18.6pp |
| Employer contribution / active EE | $922 | $1,462-37.0% | $4,154-77.8% | $2,019-54.4% |
| Participant deferral / active EE | $1,827 | $2,055-11.1% | $5,453-66.5% | $3,358-45.6% |
| Admin fee / account holder | $37 | $2,250-98.4% | $14,116-99.7% | $3,203-98.9% |