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.
Participant 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 | $10,748 | $31,679-66.1% | $74,701-85.6% | $65,185-83.5% |
| Participation rate | 20.7% | 40.4%-19.6pp | 54.5%-33.7pp | 70.2%-49.5pp |
| Annual return | 22.70% | 39.04%-16.3pp | 752.92%-730.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $191 | $566-66.2% | $1,084-82.4% | $2,177-91.2% |
| Participant deferral / active EE | $317 | $1,191-73.4% | $1,964-83.9% | $3,514-91.0% |
| Admin fee / account holder | $35 | $379-90.8% | $3,333-99.0% | $847-95.9% |