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 | $10,307 | $56,972-81.9% | $182,532-94.4% | $65,185-84.2% |
| Participation rate | 49.7% | 66.5%-16.9pp | 78.0%-28.3pp | 70.2%-20.5pp |
| Annual return | 23.34% | 27.67%-4.3pp | 148.54%-125.2pp | 29.38%-6.0pp |
| Employer contribution / active EE | $314 | $1,615-80.5% | $4,076-92.3% | $2,177-85.6% |
| Participant deferral / active EE | $1,801 | $3,526-48.9% | $5,524-67.4% | $3,514-48.8% |
| Admin fee / account holder | $16 | $528-97.0% | $8,592-99.8% | $847-98.2% |