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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,158 | $59,186-72.7% | $76,768-79.0% | $56,287-71.3% |
| Participation rate | 69.8% | 75.2%-5.4pp | 77.0%-7.1pp | 69.9%0pp |
| Annual return | -9.25% | 6.62%-15.9pp | 2.43%-11.7pp | -9.96%+0.7pp |
| Employer contribution / active EE | $534 | $1,759-69.6% | $2,485-78.5% | $2,111-74.7% |
| Participant deferral / active EE | $2,429 | $3,255-25.4% | $3,852-36.9% | $3,350-27.5% |
| Admin fee / account holder | $39 | $489-92.0% | $6,675-99.4% | $521-92.5% |