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 | $53,789 | $51,466+4.5% | $78,778-31.7% | $62,292-13.6% |
| Participation rate | 56.1% | 59.8%-3.7pp | 69.2%-13.1pp | 69.5%-13.4pp |
| Annual return | 9.75% | 19.96%-10.2pp | 35.62%-25.9pp | 28.90%-19.1pp |
| Employer contribution / active EE | $809 | $827-2.2% | $1,986-59.3% | $2,042-60.4% |
| Participant deferral / active EE | $2,793 | $2,147+30.1% | $2,958-5.6% | $3,169-11.9% |
| Admin fee / account holder | $9 | $489-98.3% | $5,134-99.8% | $479-98.2% |