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.
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 | $69,433 | $52,293+32.8% | $178,490-61.1% | $73,409-5.4% |
| Participation rate | 9.7% | 65.3%-55.7pp | 81.9%-72.3pp | 72.2%-62.5pp |
| Annual return | 15.76% | 34.75%-19.0pp | 151.07%-135.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $482 | $2,332-79.4% | $5,202-90.7% | $3,805-87.3% |
| Admin fee / account holder | $5 | $127-96.0% | $13,984-100.0% | $158-96.8% |