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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,998 | $50,464-50.5% | $75,781-67.0% | $52,331-52.2% |
| Participation rate | 69.5% | 66.8%+2.7pp | 75.8%-6.3pp | 68.1%+1.4pp |
| Annual return | -1.78% | 1.03%-2.8pp | 9.68%-11.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $169 | $1,988-91.5% | $3,323-94.9% | $1,882-91.0% |
| Participant deferral / active EE | $1,713 | $2,570-33.3% | $3,651-53.1% | $3,022-43.3% |
| Admin fee / account holder | $108 | $1,103-90.2% | $5,299-98.0% | $592-81.7% |