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 | $26,388 | $32,482-18.8% | $77,024-65.7% | $78,044-66.2% |
| Participation rate | 47.9% | 37.9%+10.0pp | 67.9%-20.0pp | 74.4%-26.6pp |
| Annual return | -12.61% | -7.74%-4.9pp | 42.32%-54.9pp | 10.87%-23.5pp |
| Employer contribution / active EE | $3,266 | $965+238.5% | $2,812+16.1% | $3,125+4.5% |
| Participant deferral / active EE | $950 | $2,316-59.0% | $4,426-78.5% | $5,084-81.3% |
| Admin fee / account holder | $4 | $107-96.7% | $5,425-99.9% | $79-95.5% |