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 | $65,470 | $35,986+81.9% | $77,482-15.5% | $73,488-10.9% |
| Participation rate | 44.8% | 40.8%+4.0pp | 54.2%-9.4pp | 70.7%-25.9pp |
| Annual return | 15.22% | 19.26%-4.0pp | 54.79%-39.6pp | 28.51%-13.3pp |
| Employer contribution / active EE | $580 | $557+4.1% | $986-41.2% | $2,270-74.4% |
| Participant deferral / active EE | $1,380 | $1,198+15.2% | $1,861-25.9% | $3,740-63.1% |
| Admin fee / account holder | $94 | $466-79.7% | $2,858-96.7% | $513-81.6% |