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.
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 | $22,106 | $79,428-72.2% | $106,548-79.3% | $79,386-72.2% |
| Participation rate | 19.4% | 74.1%-54.7pp | 76.1%-56.7pp | 70.7%-51.3pp |
| Annual return | 27.86% | 18.27%+9.6pp | 26.80%+1.1pp | 116.85%-89.0pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $190 | $3,823-95.0% | $4,398-95.7% | $4,046-95.3% |
| Admin fee / account holder | $161 | $523-69.2% | $7,407-97.8% | $626-74.3% |