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 | $51,585 | $48,277+6.9% | $63,517-18.8% | $55,191-6.5% |
| Participation rate | 21.2% | 69.4%-48.2pp | 71.0%-49.8pp | 69.2%-48.0pp |
| Annual return | 12.75% | 2.37%+10.4pp | -70.30%+83.0pp | 10.78%+2.0pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,241 | $2,432-49.0% | $2,953-58.0% | $3,046-59.3% |
| Admin fee / account holder | $18 | $86-79.6% | $5,892-99.7% | $91-80.7% |