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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,708 | $89,739-80.3% | $149,718-88.2% | $62,292-71.6% |
| Participation rate | 37.2% | 85.1%-47.9pp | 87.1%-49.9pp | 69.5%-32.3pp |
| Annual return | 40.73% | 21.01%+19.7pp | 1501.63%-1460.9pp | 28.90%+11.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,617 | $4,797-66.3% | $6,569-75.4% | $3,169-49.0% |
| Admin fee / account holder | $24 | $551-95.7% | $11,283-99.8% | $479-95.1% |