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.
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 | $8,956 | $58,879-84.8% | $178,490-95.0% | $73,488-87.8% |
| Participation rate | 21.5% | 66.2%-44.7pp | 81.9%-60.4pp | 70.7%-49.2pp |
| Annual return | 10.27% | 24.86%-14.6pp | 151.07%-140.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $432 | $2,236-80.7% | $5,011-91.4% | $2,270-81.0% |
| Participant deferral / active EE | $822 | $2,567-68.0% | $5,202-84.2% | $3,740-78.0% |
| Admin fee / account holder | $29 | $400-92.7% | $13,984-99.8% | $513-94.3% |