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.
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 | $31,463 | $55,449-43.3% | $83,848-62.5% | $56,287-44.1% |
| Participation rate | 32.4% | 68.0%-35.6pp | 76.1%-43.8pp | 69.9%-37.5pp |
| Annual return | -8.55% | -1.38%-7.2pp | 850.88%-859.4pp | -9.96%+1.4pp |
| Employer contribution / active EE | $553 | $2,430-77.2% | $3,631-84.8% | $2,111-73.8% |
| Participant deferral / active EE | $1,481 | $2,935-49.6% | $4,082-63.7% | $3,350-55.8% |
| Admin fee / account holder | $249 | $656-62.0% | $5,478-95.5% | $521-52.2% |