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 | $9,260 | $23,385-60.4% | $69,182-86.6% | $57,658-83.9% |
| Participation rate | 52.2% | 37.9%+14.2pp | 55.1%-3.0pp | 70.2%-18.1pp |
| Annual return | 5.76% | -659.34%+665.1pp | -21.93%+27.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $267 | $422-36.8% | $1,206-77.9% | $1,974-86.5% |
| Participant deferral / active EE | $602 | $843-28.6% | $1,897-68.3% | $3,061-80.3% |
| Admin fee / account holder | $26 | $82-68.8% | $2,697-99.0% | $95-72.9% |