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 7-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 | $7,613 | $58,083-86.9% | $80,019-90.5% | $56,287-86.5% |
| Participation rate | 38.0% | 73.6%-35.6pp | 75.8%-37.8pp | 69.9%-31.9pp |
| Annual return | 0.00% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,675 | $1,932-13.3% | $2,468-32.1% | $2,111-20.6% |
| Participant deferral / active EE | $1,191 | $3,135-62.0% | $3,686-67.7% | $3,350-64.4% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |