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 | $34,288 | $41,774-17.9% | $118,925-71.2% | $90,288-62.0% |
| Participation rate | 20.0% | 55.0%-35.0pp | 75.4%-55.3pp | 73.4%-53.3pp |
| Annual return | 14.65% | 16.64%-2.0pp | 35.88%-21.2pp | 53.97%-39.3pp |
| Employer contribution / active EE | $266 | $986-73.0% | $3,263-91.8% | $2,524-89.4% |
| Participant deferral / active EE | $637 | $1,683-62.2% | $4,265-85.1% | $4,232-85.0% |
| Admin fee / account holder | $5 | $85-93.9% | $6,581-99.9% | $114-95.4% |