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 | $21,179 | $76,000-72.1% | $154,107-86.3% | $64,186-67.0% |
| Participation rate | 50.7% | 70.4%-19.7pp | 83.0%-32.3pp | 69.6%-18.8pp |
| Annual return | -1.05% | 30.32%-31.4pp | 735.12%-736.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $149 | $3,351-95.6% | $5,298-97.2% | $2,381-93.8% |
| Participant deferral / active EE | $1,037 | $3,175-67.3% | $5,081-79.6% | $3,470-70.1% |
| Admin fee / account holder | $21 | $5,596-99.6% | $13,411-99.8% | $4,888-99.6% |