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.
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 | $35,699 | $23,385+52.7% | $69,182-48.4% | $57,658-38.1% |
| Participation rate | 51.4% | 37.9%+13.4pp | 55.1%-3.8pp | 70.2%-18.9pp |
| Annual return | 4.65% | -659.34%+664.0pp | -21.93%+26.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $1,004 | $422+137.8% | $1,206-16.7% | $1,974-49.1% |
| Participant deferral / active EE | $1,642 | $843+94.8% | $1,897-13.4% | $3,061-46.3% |
| Admin fee / account holder | $38 | $82-53.6% | $2,697-98.6% | $95-59.7% |