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 | $18,773 | $55,453-66.1% | $170,442-89.0% | $62,292-69.9% |
| Participation rate | 57.7% | 66.4%-8.7pp | 83.6%-25.9pp | 69.5%-11.8pp |
| Annual return | 23.97% | 21.38%+2.6pp | 205.93%-182.0pp | 28.90%-4.9pp |
| Employer contribution / active EE | $250 | $2,164-88.4% | $5,433-95.4% | $2,042-87.7% |
| Participant deferral / active EE | $944 | $2,303-59.0% | $4,939-80.9% | $3,169-70.2% |
| Admin fee / account holder | $180 | $455-60.4% | $13,880-98.7% | $479-62.4% |