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 6-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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,178 | $89,652-82.0% | $141,162-88.5% | $65,185-75.2% |
| Participation rate | 33.5% | 74.7%-41.2pp | 82.5%-48.9pp | 70.2%-36.7pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $740 | $3,065-75.9% | $4,735-84.4% | $2,177-66.0% |
| Participant deferral / active EE | $1,786 | $5,691-68.6% | $6,709-73.4% | $3,514-49.2% |
| Admin fee / account holder | $83 | $569-85.4% | $10,261-99.2% | $847-90.2% |