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.
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 | $7,713 | $36,767-79.0% | $81,478-90.5% | $62,292-87.6% |
| Participation rate | 17.5% | 54.4%-36.9pp | 68.0%-50.5pp | 69.5%-52.0pp |
| Annual return | 11.68% | 173.80%-162.1pp | 38.78%-27.1pp | 28.90%-17.2pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $698 | $2,111-66.9% | $3,537-80.3% | $3,169-78.0% |
| Admin fee / account holder | $71 | $797-91.2% | $4,561-98.5% | $479-85.3% |