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.
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 | $8,498 | $69,305-87.7% | $82,313-89.7% | $69,631-87.8% |
| Participation rate | 21.9% | 80.3%-58.4pp | 76.9%-55.0pp | 70.7%-48.8pp |
| Annual return | 24.00% | 21.47%+2.5pp | 25.88%-1.9pp | 27571.02%-27547.0pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $746 | $3,568-79.1% | $3,706-79.9% | $3,224-76.8% |
| Admin fee / account holder | $16 | $97-83.8% | $5,608-99.7% | $110-85.7% |