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 | $37,623 | $45,602-17.5% | $117,472-68.0% | $66,914-43.8% |
| Participation rate | 25.3% | 57.6%-32.3pp | 70.6%-45.3pp | 69.8%-44.5pp |
| Annual return | -15.32% | -16.74%+1.4pp | 29.74%-45.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $565 | $1,579-64.2% | $4,176-86.5% | $2,544-77.8% |
| Participant deferral / active EE | $1,273 | $2,845-55.2% | $4,070-68.7% | $4,237-70.0% |
| Admin fee / account holder | $105 | $661-84.1% | $5,645-98.1% | $593-82.3% |