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 | $29,447 | $55,453-46.9% | $170,442-82.7% | $62,292-52.7% |
| Participation rate | 42.3% | 66.4%-24.1pp | 83.6%-41.3pp | 69.5%-27.2pp |
| Annual return | 11.43% | 21.38%-9.9pp | 205.93%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $1,067 | $2,164-50.7% | $5,433-80.4% | $2,042-47.7% |
| Participant deferral / active EE | $1,149 | $2,303-50.1% | $4,939-76.7% | $3,169-63.7% |
| Admin fee / account holder | $47 | $455-89.7% | $13,880-99.7% | $479-90.2% |