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 | $46,377 | $42,546+9.0% | $71,796-35.4% | $55,167-15.9% |
| Participation rate | 69.6% | 59.1%+10.5pp | 69.1%+0.5pp | 69.0%+0.6pp |
| Annual return | 5.19% | 12.36%-7.2pp | 78.04%-72.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,910 | $2,064+41.0% | $2,794+4.1% | $3,054-4.7% |
| Admin fee / account holder | $42 | $650-93.6% | $4,815-99.1% | $504-91.8% |