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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,222 | $54,368-90.4% | $117,039-95.5% | $62,292-91.6% |
| Participation rate | 55.1% | 64.9%-9.8pp | 77.2%-22.1pp | 69.5%-14.4pp |
| Annual return | 16.21% | 21.77%-5.6pp | 18.95%-2.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $191 | $1,692-88.7% | $3,785-95.0% | $2,042-90.6% |
| Participant deferral / active EE | $1,084 | $2,269-52.2% | $3,929-72.4% | $3,169-65.8% |
| Admin fee / account holder | $1 | $493-99.8% | $5,974-100.0% | $479-99.8% |