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 | $19,006 | $63,156-69.9% | $122,332-84.5% | $62,292-69.5% |
| Participation rate | 59.3% | 60.0%-0.7pp | 71.6%-12.3pp | 69.5%-10.2pp |
| Annual return | 14.10% | 20.61%-6.5pp | 30.27%-16.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $8 | $1,385-99.4% | $4,050-99.8% | $2,042-99.6% |
| Participant deferral / active EE | $934 | $2,321-59.7% | $3,287-71.6% | $3,169-70.5% |
| Admin fee / account holder | $27 | $440-93.9% | $5,478-99.5% | $479-94.4% |