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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,175 | $47,722+17.7% | $82,719-32.1% | $64,808-13.3% |
| Participation rate | 72.7% | 67.6%+5.0pp | 72.6%+0.1pp | 71.5%+1.2pp |
| Annual return | -16.83% | -13.05%-3.8pp | 701.18%-718.0pp | 32.82%-49.6pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,671 | $3,329-19.8% | $4,395-39.2% | $4,310-38.0% |
| Admin fee / account holder | $123 | $143-13.9% | $5,329-97.7% | $188-34.5% |