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 9-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.
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 | $23,732 | $89,652-73.5% | $141,162-83.2% | $65,185-63.6% |
| Participation rate | 23.8% | 74.7%-50.9pp | 82.5%-58.7pp | 70.2%-46.4pp |
| Annual return | 26.37% | 32.79%-6.4pp | 71.39%-45.0pp | 29.38%-3.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,716 | $5,691-34.7% | $6,709-44.6% | $3,514+5.8% |
| Admin fee / account holder | $148 | $569-73.9% | $10,261-98.6% | $847-82.5% |