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.
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 | $16,475 | $48,570-66.1% | $130,648-87.4% | $72,985-77.4% |
| Participation rate | 55.9% | 58.6%-2.7pp | 71.7%-15.8pp | 69.5%-13.6pp |
| Annual return | 21.80% | 38.63%-16.8pp | 1708.96%-1687.2pp | 81.00%-59.2pp |
| Employer contribution / active EE | $801 | $1,334-39.9% | $4,092-80.4% | $2,440-67.2% |
| Participant deferral / active EE | $1,564 | $2,384-34.4% | $3,603-56.6% | $3,607-56.7% |
| Admin fee / account holder | $45 | $3,549-98.7% | $5,464-99.2% | $5,124-99.1% |