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.
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 | $28,533 | $42,582-33.0% | $171,082-83.3% | $57,658-50.5% |
| Participation rate | 42.2% | 63.9%-21.8pp | 76.7%-34.5pp | 70.2%-28.1pp |
| Annual return | 12.34% | 308.67%-296.3pp | 32.56%-20.2pp | 5.13%+7.2pp |
| Employer contribution / active EE | $234 | $1,306-82.0% | $4,002-94.1% | $1,974-88.1% |
| Participant deferral / active EE | $1,197 | $2,933-59.2% | $4,797-75.0% | $3,061-60.9% |
| Admin fee / account holder | $80 | $82-2.7% | $8,520-99.1% | $95-15.3% |