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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,747 | $73,638-59.6% | $95,952-69.0% | $73,488-59.5% |
| Participation rate | 63.9% | 76.2%-12.2pp | 77.1%-13.1pp | 70.7%-6.7pp |
| Annual return | 16.45% | 16.78%-0.3pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,528 | $3,617-57.8% | $4,167-63.3% | $3,740-59.1% |
| Admin fee / account holder | $19 | $482-96.0% | $6,795-99.7% | $513-96.2% |