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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,176 | $79,523-70.9% | $140,016-83.4% | $56,287-58.8% |
| Participation rate | 47.6% | 85.7%-38.1pp | 87.5%-39.9pp | 69.9%-22.2pp |
| Annual return | -4.68% | 2.39%-7.1pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $684 | $3,350-79.6% | $5,606-87.8% | $2,111-67.6% |
| Participant deferral / active EE | $3,301 | $5,129-35.6% | $6,927-52.3% | $3,350-1.4% |
| Admin fee / account holder | $28 | $614-95.4% | $10,705-99.7% | $521-94.6% |