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 | $91,573 | $65,246+40.4% | $98,716-7.2% | $67,986+34.7% |
| Participation rate | 54.9% | 51.4%+3.5pp | 69.3%-14.4pp | 57.2%-2.3pp |
| Annual return | 12.97% | 20.58%-7.6pp | 31.81%-18.8pp | 31.67%-18.7pp |
| Employer contribution / active EE | $456 | $1,042-56.2% | $2,279-80.0% | $2,019-77.4% |
| Participant deferral / active EE | $3,795 | $2,594+46.3% | $4,048-6.2% | $3,358+13.0% |
| Admin fee / account holder | $58 | $4,561-98.7% | $8,703-99.3% | $3,203-98.2% |