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 | $56,348 | $50,464+11.7% | $75,781-25.6% | $52,331+7.7% |
| Participation rate | 38.1% | 66.8%-28.7pp | 75.8%-37.7pp | 68.1%-30.0pp |
| Annual return | 1.96% | 1.03%+0.9pp | 9.68%-7.7pp | 4.54%-2.6pp |
| Employer contribution / active EE | $304 | $1,988-84.7% | $3,323-90.8% | $1,882-83.8% |
| Participant deferral / active EE | $2,830 | $2,570+10.1% | $3,651-22.5% | $3,022-6.4% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,299-99.8% | $592-98.1% |