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.
Employer contribution per participant 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 | $20,561 | $84,233-75.6% | $170,442-87.9% | $70,131-70.7% |
| Participation rate | 47.2% | 70.8%-23.6pp | 83.6%-36.4pp | 69.5%-22.3pp |
| Annual return | 20.62% | 23.06%-2.4pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $131 | $3,387-96.1% | $5,433-97.6% | $2,342-94.4% |
| Participant deferral / active EE | $857 | $3,086-72.2% | $4,939-82.7% | $3,332-74.3% |
| Admin fee / account holder | $14 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |