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 | $25,412 | $30,588-16.9% | $53,898-52.9% | $85,563-70.3% |
| Participation rate | 51.6% | 26.3%+25.2pp | 55.0%-3.4pp | 66.0%-14.4pp |
| Annual return | 18.02% | 50.42%-32.4pp | 528.60%-510.6pp | 31.51%-13.5pp |
| Employer contribution / active EE | $381 | $436-12.7% | $932-59.2% | $2,654-85.7% |
| Participant deferral / active EE | $905 | $848+6.7% | $1,826-50.5% | $4,375-79.3% |
| Admin fee / account holder | $34 | $1,879-98.2% | $2,491-98.6% | $834-96.0% |