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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,527 | $155,795-81.0% | $136,294-78.3% | $69,631-57.6% |
| Participation rate | 8.5% | 75.2%-66.8pp | 81.9%-73.5pp | 70.7%-62.2pp |
| Annual return | 19.54% | 232464.33%-232444.8pp | 5155.94%-5136.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,143 | $5,394-78.8% | $6,247-81.7% | $3,224-64.5% |
| Admin fee / account holder | $330 | $128+157.4% | $9,243-96.4% | $110+198.9% |