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 | $62,709 | $100,801-37.8% | $149,696-58.1% | $73,409-14.6% |
| Participation rate | 39.5% | 77.7%-38.2pp | 82.5%-43.0pp | 72.2%-32.7pp |
| Annual return | 9.81% | 265.34%-255.5pp | 276.60%-266.8pp | 59.29%-49.5pp |
| Employer contribution / active EE | $1,015 | $3,312-69.3% | $4,644-78.1% | $2,234-54.5% |
| Participant deferral / active EE | $5,609 | $6,404-12.4% | $6,842-18.0% | $3,805+47.4% |
| Admin fee / account holder | $196 | $181+8.6% | $9,309-97.9% | $158+24.3% |