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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,536 | $57,976-83.6% | $62,995-84.9% | $62,292-84.7% |
| Participation rate | 49.3% | 75.9%-26.7pp | 74.8%-25.5pp | 69.5%-20.3pp |
| Annual return | 12.21% | 17.54%-5.3pp | 87.57%-75.4pp | 28.90%-16.7pp |
| Employer contribution / active EE | $434 | $2,415-82.0% | $2,759-84.3% | $2,042-78.8% |
| Participant deferral / active EE | $1,159 | $2,956-60.8% | $3,329-65.2% | $3,169-63.4% |
| Admin fee / account holder | $13 | $276-95.2% | $3,600-99.6% | $479-97.2% |