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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,463 | $62,928-86.6% | $172,739-95.1% | $67,579-87.5% |
| Participation rate | 24.2% | 64.5%-40.2pp | 82.6%-58.4pp | 71.3%-47.1pp |
| Annual return | 19.71% | 30.36%-10.7pp | 802.84%-783.1pp | 378.56%-358.9pp |
| Employer contribution / active EE | $291 | $1,636-82.2% | $5,143-94.3% | $2,148-86.4% |
| Participant deferral / active EE | $1,015 | $2,145-52.7% | $5,198-80.5% | $3,539-71.3% |
| Admin fee / account holder | $21 | $167-87.5% | $13,954-99.9% | $142-85.3% |