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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,725 | $84,936+5.6% | $111,297-19.4% | $79,386+13.0% |
| Participation rate | 47.3% | 75.9%-28.5pp | 77.3%-30.0pp | 70.7%-23.4pp |
| Annual return | 14.95% | 17.45%-2.5pp | 54.65%-39.7pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,006 | $1,979-49.2% | $2,731-63.1% | $2,427-58.5% |
| Participant deferral / active EE | $1,956 | $3,888-49.7% | $4,487-56.4% | $4,046-51.7% |
| Admin fee / account holder | $20 | $537-96.2% | $7,964-99.7% | $626-96.8% |