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.
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 | $12,999 | $59,535-78.2% | $90,160-85.6% | $62,292-79.1% |
| Participation rate | 58.9% | 73.0%-14.1pp | 76.9%-18.0pp | 69.5%-10.6pp |
| Annual return | 15.54% | 23.53%-8.0pp | 34.88%-19.3pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,436 | $1,826+33.4% | $3,318-26.6% | $2,042+19.3% |
| Participant deferral / active EE | $1,294 | $4,639-72.1% | $5,288-75.5% | $3,169-59.2% |
| Admin fee / account holder | $111 | $337-67.1% | $5,943-98.1% | $479-76.9% |