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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,326 | $43,133-48.2% | $89,391-75.0% | $73,488-69.6% |
| Participation rate | 33.7% | 55.0%-21.3pp | 68.0%-34.3pp | 70.7%-37.0pp |
| Annual return | 4.92% | 135.66%-130.7pp | 245.62%-240.7pp | 28.51%-23.6pp |
| Employer contribution / active EE | $628 | $1,438-56.3% | $2,586-75.7% | $2,270-72.3% |
| Participant deferral / active EE | $825 | $2,445-66.3% | $3,890-78.8% | $3,740-77.9% |
| Admin fee / account holder | $193 | $444-56.5% | $4,881-96.0% | $513-62.4% |