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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $29,235 | $70,667-58.6% | $123,104-76.3% | $52,331-44.1% |
| Participation rate | 14.9% | 83.7%-68.8pp | 86.8%-71.8pp | 68.1%-53.2pp |
| Annual return | -2.13% | 6.23%-8.4pp | 13.22%-15.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,207 | $4,493-73.1% | $6,230-80.6% | $3,022-60.1% |
| Admin fee / account holder | $338 | $506-33.2% | $9,015-96.2% | $592-42.8% |