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 | $46,168 | $91,190-49.4% | $178,490-74.1% | $79,858-42.2% |
| Participation rate | 67.8% | 69.2%-1.4pp | 81.9%-14.1pp | 69.6%-1.8pp |
| Annual return | 12.31% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,384 | $3,256-57.5% | $5,011-72.4% | $2,471-44.0% |
| Participant deferral / active EE | $2,939 | $3,236-9.2% | $5,202-43.5% | $3,740-21.4% |
| Admin fee / account holder | $50 | $6,751-99.3% | $13,984-99.6% | $5,306-99.1% |