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 | $94,348 | $73,102+29.1% | $123,544-23.6% | $56,287+67.6% |
| Participation rate | 43.8% | 74.3%-30.5pp | 82.3%-38.5pp | 69.9%-26.0pp |
| Annual return | -5.24% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,236 | $5,423-21.9% | $6,426-34.1% | $3,350+26.5% |
| Admin fee / account holder | $15 | $554-97.2% | $9,284-99.8% | $521-97.0% |