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 | $50,496 | $84,233-40.1% | $170,442-70.4% | $70,131-28.0% |
| Participation rate | 68.6% | 70.8%-2.2pp | 83.6%-15.0pp | 69.5%-0.9pp |
| Annual return | 18.16% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $276 | $3,387-91.9% | $5,433-94.9% | $2,342-88.2% |
| Participant deferral / active EE | $3,322 | $3,086+7.7% | $4,939-32.7% | $3,332-0.3% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |