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.
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 | $26,249 | $66,813-60.7% | $100,516-73.9% | $73,488-64.3% |
| Participation rate | 90.3% | 77.5%+12.8pp | 79.4%+10.9pp | 70.7%+19.6pp |
| Annual return | 17.62% | 25.70%-8.1pp | 30.89%-13.3pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,734 | $5,883+82.5% | $6,270+71.2% | $3,740+187.0% |
| Admin fee / account holder | $31 | $512-93.9% | $8,081-99.6% | $513-93.9% |