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 9-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 | $18,448 | $58,879-68.7% | $178,490-89.7% | $73,488-74.9% |
| Participation rate | 64.0% | 66.2%-2.2pp | 81.9%-17.9pp | 70.7%-6.7pp |
| Annual return | 2.56% | 24.86%-22.3pp | 151.07%-148.5pp | 28.51%-26.0pp |
| Employer contribution / active EE | $491 | $2,236-78.0% | $5,011-90.2% | $2,270-78.3% |
| Participant deferral / active EE | $1,860 | $2,567-27.6% | $5,202-64.2% | $3,740-50.3% |
| Admin fee / account holder | $17 | $400-95.7% | $13,984-99.9% | $513-96.7% |