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 | $7,125 | $37,196-80.8% | $154,107-95.4% | $55,725-87.2% |
| Participation rate | 38.8% | 64.1%-25.3pp | 83.0%-44.2pp | 70.9%-32.0pp |
| Annual return | -2.97% | 1319.68%-1322.6pp | 735.12%-738.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $299 | $1,614-81.5% | $5,298-94.4% | $2,078-85.6% |
| Participant deferral / active EE | $538 | $2,068-74.0% | $5,081-89.4% | $3,356-84.0% |
| Admin fee / account holder | $44 | $102-56.5% | $13,411-99.7% | $115-61.6% |