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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,113 | $95,274-87.3% | $135,903-91.1% | $74,419-83.7% |
| Participation rate | 23.3% | 78.2%-54.9pp | 81.9%-58.6pp | 70.7%-47.4pp |
| Annual return | 502.40% | 32.77%+469.6pp | 68.23%+434.2pp | 34.38%+468.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,409 | $7,782-81.9% | $7,758-81.8% | $4,528-68.9% |
| Admin fee / account holder | $30 | $266-88.8% | $10,762-99.7% | $348-91.4% |