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 | $42,396 | $65,061-34.8% | $143,757-70.5% | $66,914-36.6% |
| Participation rate | 37.5% | 65.2%-27.7pp | 80.3%-42.8pp | 69.8%-32.3pp |
| Annual return | -9.91% | -11.14%+1.2pp | -0.04%-9.9pp | 1.58%-11.5pp |
| Employer contribution / active EE | $780 | $2,361-66.9% | $4,951-84.2% | $2,544-69.3% |
| Participant deferral / active EE | $1,402 | $2,919-52.0% | $5,637-75.1% | $4,237-66.9% |
| Admin fee / account holder | $99 | $502-80.2% | $14,673-99.3% | $593-83.2% |