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.
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 | $20,203 | $58,726-65.6% | $92,233-78.1% | $62,292-67.6% |
| Participation rate | 26.7% | 68.3%-41.7pp | 76.5%-49.8pp | 69.5%-42.8pp |
| Annual return | 122.69% | 43.62%+79.1pp | 176.28%-53.6pp | 28.90%+93.8pp |
| Employer contribution / active EE | $426 | $2,392-82.2% | $3,679-88.4% | $2,042-79.1% |
| Participant deferral / active EE | $1,708 | $2,766-38.2% | $3,897-56.2% | $3,169-46.1% |
| Admin fee / account holder | $183 | $556-67.0% | $5,194-96.5% | $479-61.7% |