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.
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 | $40,312 | $59,535-32.3% | $90,160-55.3% | $62,292-35.3% |
| Participation rate | 66.9% | 73.0%-6.1pp | 76.9%-10.0pp | 69.5%-2.6pp |
| Annual return | 18.54% | 23.53%-5.0pp | 34.88%-16.3pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,341 | $4,639-49.5% | $5,288-55.7% | $3,169-26.1% |
| Admin fee / account holder | $18 | $337-94.5% | $5,943-99.7% | $479-96.2% |