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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,454 | $39,898-76.3% | $121,196-92.2% | $55,725-83.0% |
| Participation rate | 7.0% | 61.2%-54.3pp | 71.7%-64.8pp | 70.9%-63.9pp |
| Annual return | -12.70% | -0.96%-11.7pp | 16.93%-29.6pp | 244.93%-257.6pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $265 | $2,439-89.1% | $3,344-92.1% | $3,356-92.1% |
| Admin fee / account holder | $131 | $95+37.6% | $5,019-97.4% | $115+13.6% |