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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,840 | $99,957-88.2% | $149,696-92.1% | $73,488-83.9% |
| Participation rate | 63.3% | 75.7%-12.4pp | 82.5%-19.2pp | 70.7%-7.4pp |
| Annual return | 30.80% | 53.87%-23.1pp | 276.60%-245.8pp | 28.51%+2.3pp |
| Employer contribution / active EE | $1,386 | $3,191-56.6% | $4,644-70.2% | $2,270-39.0% |
| Participant deferral / active EE | $2,208 | $6,073-63.6% | $6,842-67.7% | $3,740-41.0% |
| Admin fee / account holder | $24 | $551-95.6% | $9,309-99.7% | $513-95.3% |