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 | $25,828 | $46,173-44.1% | $170,442-84.8% | $69,631-62.9% |
| Participation rate | 38.2% | 63.9%-25.7pp | 83.6%-45.4pp | 70.7%-32.5pp |
| Annual return | 33.06% | 21.62%+11.4pp | 205.93%-172.9pp | 27571.02%-27538.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,191 | $2,080-42.7% | $4,939-75.9% | $3,224-63.0% |
| Admin fee / account holder | $21 | $116-81.7% | $13,880-99.8% | $110-80.8% |