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 9-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.
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 | $14,143 | $39,162-63.9% | $100,671-86.0% | $59,632-76.3% |
| Participation rate | 31.2% | 55.9%-24.7pp | 70.7%-39.5pp | 68.7%-37.5pp |
| Annual return | -0.17% | 21.07%-21.2pp | 20.43%-20.6pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $386 | $1,151-66.5% | $4,012-90.4% | $2,203-82.5% |
| Participant deferral / active EE | $476 | $1,992-76.1% | $3,144-84.9% | $3,192-85.1% |
| Admin fee / account holder | $12 | $2,969-99.6% | $4,850-99.8% | $4,297-99.7% |