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.
Annual investment return 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 | $51,050 | $53,925-5.3% | $75,670-32.5% | $69,631-26.7% |
| Participation rate | 38.6% | 71.2%-32.6pp | 72.3%-33.8pp | 70.7%-32.1pp |
| Annual return | 12.83% | 17.84%-5.0pp | 27.34%-14.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $583 | $1,802-67.7% | $2,352-75.2% | $2,032-71.3% |
| Participant deferral / active EE | $1,687 | $2,569-34.3% | $3,142-46.3% | $3,224-47.7% |
| Admin fee / account holder | $30 | $97-68.7% | $5,800-99.5% | $110-72.5% |