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 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 | $54,624 | $48,576+12.5% | $169,463-67.8% | $56,287-3.0% |
| Participation rate | 56.8% | 65.8%-9.0pp | 77.8%-21.0pp | 69.9%-13.1pp |
| Annual return | -5.17% | -2.51%-2.7pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $4,448 | $1,559+185.3% | $4,159+6.9% | $2,111+110.7% |
| Participant deferral / active EE | $8,606 | $3,275+162.8% | $5,277+63.1% | $3,350+156.9% |
| Admin fee / account holder | $14 | $435-96.8% | $9,109-99.8% | $521-97.3% |