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 | $25,163 | $55,472-54.6% | $155,567-83.8% | $74,546-66.2% |
| Participation rate | 57.7% | 61.9%-4.2pp | 78.2%-20.5pp | 67.2%-9.5pp |
| Annual return | 13.72% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $2,391 | $2,269+5.4% | $4,674-48.8% | $2,624-8.9% |
| Participant deferral / active EE | $2,912 | $2,838+2.6% | $5,628-48.3% | $4,347-33.0% |
| Admin fee / account holder | $55 | $1,743-96.9% | $15,916-99.7% | $1,944-97.2% |