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 | $50,496 | $46,423+8.8% | $75,886-33.5% | $67,579-25.3% |
| Participation rate | 64.1% | 63.1%+1.0pp | 69.3%-5.2pp | 71.3%-7.2pp |
| Annual return | 26.03% | 32.29%-6.3pp | 30.76%-4.7pp | 378.56%-352.5pp |
| Employer contribution / active EE | $1,848 | $1,406+31.4% | $2,500-26.1% | $2,148-13.9% |
| Participant deferral / active EE | $2,712 | $2,564+5.8% | $3,603-24.7% | $3,539-23.4% |
| Admin fee / account holder | $0 | $132-100.0% | $5,418-100.0% | $142-100.0% |