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 9-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 | $76,760 | $67,606+13.5% | $82,313-6.7% | $70,131+9.5% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-9.0pp |
| Annual return | 14.89% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,039 | $2,987-31.7% | $3,706-45.0% | $3,332-38.8% |
| Admin fee / account holder | $143 | $4,512-96.8% | $5,608-97.5% | $4,645-96.9% |