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 | $30,574 | $50,498-39.5% | $75,781-59.7% | $55,191-44.6% |
| Participation rate | 51.8% | 69.4%-17.6pp | 75.8%-24.0pp | 69.2%-17.4pp |
| Annual return | -1.90% | 1.80%-3.7pp | 9.68%-11.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $3,717 | $2,291+62.3% | $3,323+11.8% | $1,899+95.8% |
| Participant deferral / active EE | $1,109 | $2,589-57.2% | $3,651-69.6% | $3,046-63.6% |
| Admin fee / account holder | $158 | $123+28.3% | $5,299-97.0% | $91+74.0% |