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.
Annual investment return 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 | $34,462 | $37,196-7.4% | $154,107-77.6% | $55,725-38.2% |
| Participation rate | 26.2% | 64.1%-37.9pp | 83.0%-56.9pp | 70.9%-44.7pp |
| Annual return | -6.30% | 1319.68%-1326.0pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $448 | $1,614-72.2% | $5,298-91.5% | $2,078-78.4% |
| Participant deferral / active EE | $829 | $2,068-59.9% | $5,081-83.7% | $3,356-75.3% |
| Admin fee / account holder | $21 | $102-79.7% | $13,411-99.8% | $115-82.1% |