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 | $44,078 | $28,416+55.1% | $73,545-40.1% | $69,631-36.7% |
| Participation rate | 24.2% | 38.3%-14.1pp | 54.9%-30.7pp | 70.7%-46.5pp |
| Annual return | 21.51% | -694.13%+715.6pp | -15.16%+36.7pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $82 | $430-81.0% | $1,219-93.3% | $2,032-96.0% |
| Participant deferral / active EE | $452 | $897-49.6% | $1,806-75.0% | $3,224-86.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |