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.
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 | $17,700 | $54,320-67.4% | $67,652-73.8% | $52,331-66.2% |
| Participation rate | 57.7% | 73.6%-15.9pp | 75.7%-18.0pp | 68.1%-10.4pp |
| Annual return | 0.17% | 6.81%-6.6pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $662 | $1,544-57.1% | $2,266-70.8% | $1,882-64.8% |
| Participant deferral / active EE | $1,634 | $2,950-44.6% | $3,560-54.1% | $3,022-45.9% |
| Admin fee / account holder | $48 | $527-91.0% | $4,821-99.0% | $592-92.0% |