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 | $9,336 | $33,067-71.8% | $76,523-87.8% | $56,287-83.4% |
| Participation rate | 28.2% | 55.4%-27.2pp | 68.0%-39.8pp | 69.9%-41.7pp |
| Annual return | -25.43% | 2.72%-28.1pp | -0.27%-25.2pp | -9.96%-15.5pp |
| Employer contribution / active EE | $714 | $1,200-40.5% | $2,647-73.0% | $2,111-66.2% |
| Participant deferral / active EE | $1,353 | $2,240-39.6% | $3,835-64.7% | $3,350-59.6% |
| Admin fee / account holder | $79 | $537-85.2% | $4,848-98.4% | $521-84.8% |