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.
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 | $6,100 | $68,544-91.1% | $115,752-94.7% | $69,631-91.2% |
| Participation rate | 3.3% | 74.0%-70.7pp | 77.8%-74.5pp | 70.7%-67.4pp |
| Annual return | 14.64% | 20.97%-6.3pp | 19.41%-4.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,492-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $174 | $3,887-95.5% | $5,204-96.7% | $3,224-94.6% |
| Admin fee / account holder | $2 | $90-97.5% | $6,278-100.0% | $110-97.9% |