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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,570 | $39,859-96.1% | $78,689-98.0% | $57,658-97.3% |
| Participation rate | 49.8% | 66.1%-16.3pp | 73.6%-23.7pp | 70.2%-20.4pp |
| Annual return | 4.82% | 18.96%-14.1pp | 62.18%-57.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $271 | $1,786-84.8% | $2,851-90.5% | $1,974-86.2% |
| Participant deferral / active EE | $434 | $2,248-80.7% | $3,517-87.7% | $3,061-85.8% |
| Admin fee / account holder | $3 | $76-96.0% | $4,510-99.9% | $95-96.8% |