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 | $43,808 | $66,310-33.9% | $93,606-53.2% | $65,185-32.8% |
| Participation rate | 43.7% | 74.0%-30.3pp | 75.8%-32.2pp | 70.2%-26.5pp |
| Annual return | 26.57% | 42.58%-16.0pp | 32.76%-6.2pp | 29.38%-2.8pp |
| Employer contribution / active EE | $1 | $2,012-99.9% | $2,718-100.0% | $2,177-99.9% |
| Participant deferral / active EE | $2,570 | $3,342-23.1% | $4,069-36.8% | $3,514-26.9% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.2% |