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.
Annual investment return 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 | $60,074 | $54,541+10.1% | $78,778-23.7% | $70,131-14.3% |
| Participation rate | 28.9% | 60.8%-31.9pp | 69.2%-40.3pp | 69.5%-40.7pp |
| Annual return | 9.04% | 21.07%-12.0pp | 35.62%-26.6pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,282 | $2,210-42.0% | $2,958-56.7% | $3,332-61.5% |
| Admin fee / account holder | $23 | $3,709-99.4% | $5,134-99.6% | $4,645-99.5% |