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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,939 | $75,284-60.2% | $91,001-67.1% | $69,631-57.0% |
| Participation rate | 40.5% | 80.4%-39.9pp | 75.6%-35.1pp | 70.7%-30.2pp |
| Annual return | 14.48% | 48.40%-33.9pp | 4.60%+9.9pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $771 | $2,473-68.8% | $2,456-68.6% | $2,032-62.1% |
| Participant deferral / active EE | $1,372 | $3,700-62.9% | $3,547-61.3% | $3,224-57.4% |
| Admin fee / account holder | $29 | $111-73.6% | $5,417-99.5% | $110-73.5% |