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 8-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 | $7,116 | $62,267-88.6% | $110,238-93.5% | $55,725-87.2% |
| Participation rate | 44.8% | 78.1%-33.3pp | 79.8%-35.0pp | 70.9%-26.1pp |
| Annual return | -0.43% | -1.07%+0.6pp | 314.74%-315.2pp | 244.93%-245.4pp |
| Employer contribution / active EE | $659 | $1,941-66.1% | $3,826-82.8% | $2,078-68.3% |
| Participant deferral / active EE | $943 | $3,516-73.2% | $4,672-79.8% | $3,356-71.9% |
| Admin fee / account holder | $3 | $121-97.2% | $8,547-100.0% | $115-97.0% |