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.
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 | $28,342 | $55,002-48.5% | $59,878-52.7% | $56,287-49.6% |
| Participation rate | 48.1% | 75.9%-27.8pp | 74.7%-26.6pp | 69.9%-21.7pp |
| Annual return | -4.61% | 1.13%-5.7pp | 3.46%-8.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $386 | $2,448-84.2% | $2,722-85.8% | $2,111-81.7% |
| Participant deferral / active EE | $1,255 | $3,121-59.8% | $3,402-63.1% | $3,350-62.5% |
| Admin fee / account holder | $28 | $236-88.1% | $3,590-99.2% | $521-94.6% |