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.
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 | $61,797 | $99,957-38.2% | $149,696-58.7% | $73,488-15.9% |
| Participation rate | 30.3% | 75.7%-45.4pp | 82.5%-52.2pp | 70.7%-40.4pp |
| Annual return | 14.62% | 53.87%-39.3pp | 276.60%-262.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $778 | $3,191-75.6% | $4,644-83.2% | $2,270-65.7% |
| Participant deferral / active EE | $1,817 | $6,073-70.1% | $6,842-73.4% | $3,740-51.4% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |