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 | $36,940 | $33,745+9.5% | $64,105-42.4% | $55,191-33.1% |
| Participation rate | 48.5% | 59.4%-10.9pp | 68.2%-19.7pp | 69.2%-20.7pp |
| Annual return | -1.63% | 4.95%-6.6pp | 791.24%-792.9pp | 10.78%-12.4pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,682 | $1,929-12.8% | $2,822-40.4% | $3,046-44.8% |
| Admin fee / account holder | $197 | $94+108.9% | $4,499-95.6% | $91+117.0% |