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 8-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.
Annual investment return 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 | $5,258 | $65,061-91.9% | $143,757-96.3% | $66,914-92.1% |
| Participation rate | 89.0% | 65.2%+23.8pp | 80.3%+8.7pp | 69.8%+19.2pp |
| Annual return | -24.27% | -11.14%-13.1pp | -0.04%-24.2pp | 1.58%-25.9pp |
| Employer contribution / active EE | $1,620 | $2,361-31.4% | $4,951-67.3% | $2,544-36.3% |
| Participant deferral / active EE | $3,170 | $2,919+8.6% | $5,637-43.8% | $4,237-25.2% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.6% |