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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,058 | $50,464-18.6% | $75,781-45.8% | $52,331-21.5% |
| Participation rate | 48.2% | 66.8%-18.5pp | 75.8%-27.6pp | 68.1%-19.9pp |
| Annual return | -2.30% | 1.03%-3.3pp | 9.68%-12.0pp | 4.54%-6.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,339 | $2,570-47.9% | $3,651-63.3% | $3,022-55.7% |
| Admin fee / account holder | $163 | $1,103-85.2% | $5,299-96.9% | $592-72.4% |