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.
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 | $8,868 | $64,909-86.3% | $82,313-89.2% | $62,292-85.8% |
| Participation rate | 66.2% | 74.9%-8.7pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 15.25% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $247 | $1,676-85.2% | $2,428-89.8% | $2,042-87.9% |
| Participant deferral / active EE | $1,691 | $3,103-45.5% | $3,706-54.4% | $3,169-46.6% |
| Admin fee / account holder | $25 | $440-94.4% | $5,608-99.6% | $479-94.9% |