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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,854 | $49,280-7.0% | $67,313-31.9% | $64,186-28.6% |
| Participation rate | 43.8% | 60.8%-17.0pp | 69.1%-25.3pp | 69.6%-25.7pp |
| Annual return | -6.12% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1 | $1,668-99.9% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,222 | $2,484+70.0% | $3,568+18.3% | $3,470+21.7% |
| Admin fee / account holder | $35 | $3,863-99.1% | $4,507-99.2% | $4,888-99.3% |