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 7-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 | $27,550 | $58,879-53.2% | $178,490-84.6% | $73,488-62.5% |
| Participation rate | 22.3% | 66.2%-44.0pp | 81.9%-59.7pp | 70.7%-48.4pp |
| Annual return | 28.64% | 24.86%+3.8pp | 151.07%-122.4pp | 28.51%+0.1pp |
| Employer contribution / active EE | $223 | $2,236-90.0% | $5,011-95.6% | $2,270-90.2% |
| Participant deferral / active EE | $831 | $2,567-67.6% | $5,202-84.0% | $3,740-77.8% |
| Admin fee / account holder | $161 | $400-59.9% | $13,984-98.9% | $513-68.7% |