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 9-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 | $31,802 | $43,504-26.9% | $68,793-53.8% | $56,287-43.5% |
| Participation rate | 70.5% | 67.8%+2.7pp | 72.2%-1.7pp | 69.9%+0.7pp |
| Annual return | -6.21% | -3.15%-3.1pp | -4.63%-1.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $181 | $1,525-88.2% | $2,625-93.1% | $2,111-91.4% |
| Participant deferral / active EE | $1,636 | $2,509-34.8% | $3,311-50.6% | $3,350-51.2% |
| Admin fee / account holder | $50 | $515-90.4% | $5,131-99.0% | $521-90.5% |