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.
Employer 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 | $13,099 | $64,909-79.8% | $82,313-84.1% | $62,292-79.0% |
| Participation rate | 69.2% | 74.9%-5.7pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 53.54% | 21.18%+32.4pp | 25.88%+27.7pp | 28.90%+24.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,392 | $3,103+41.5% | $3,706+18.5% | $3,169+38.6% |
| Admin fee / account holder | $85 | $440-80.6% | $5,608-98.5% | $479-82.2% |