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 5-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 | $43,163 | $29,548+46.1% | $56,411-23.5% | $77,643-44.4% |
| Participation rate | 26.4% | 32.7%-6.3pp | 52.5%-26.1pp | 70.6%-44.2pp |
| Annual return | 15.59% | 19.01%-3.4pp | 1701.33%-1685.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,437 | $1,061+35.5% | $1,952-26.4% | $4,647-69.1% |
| Admin fee / account holder | $2 | $1,046-99.8% | $2,829-99.9% | $430-99.5% |