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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,786 | $73,867-94.9% | $143,757-97.4% | $68,494-94.5% |
| Participation rate | 78.4% | 66.7%+11.7pp | 80.3%-1.9pp | 67.9%+10.5pp |
| Annual return | -17.63% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,210 | $3,384-64.2% | $5,637-78.5% | $4,027-70.0% |
| Admin fee / account holder | $48 | $5,755-99.2% | $14,673-99.7% | $5,403-99.1% |