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.
Employer 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 | $20,022 | $51,466-61.1% | $78,778-74.6% | $62,292-67.9% |
| Participation rate | 64.8% | 59.8%+5.0pp | 69.2%-4.4pp | 69.5%-4.7pp |
| Annual return | 19.18% | 19.96%-0.8pp | 35.62%-16.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,059 | $2,147-4.1% | $2,958-30.4% | $3,169-35.0% |
| Admin fee / account holder | $16 | $489-96.7% | $5,134-99.7% | $479-96.6% |