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.
Annual investment return 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.
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 | $61,567 | $61,616-0.1% | $105,722-41.8% | $55,167+11.6% |
| Participation rate | 28.0% | 72.9%-44.9pp | 78.9%-50.9pp | 69.0%-41.0pp |
| Annual return | 4.38% | 11.15%-6.8pp | 12.25%-7.9pp | 169.23%-164.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,788 | $4,213-57.6% | $5,326-66.4% | $3,054-41.5% |
| Admin fee / account holder | $54 | $379-85.8% | $8,308-99.4% | $504-89.3% |