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 7-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 | $7,029 | $99,957-93.0% | $149,696-95.3% | $73,488-90.4% |
| Participation rate | 78.8% | 75.7%+3.1pp | 82.5%-3.6pp | 70.7%+8.2pp |
| Annual return | 15.48% | 53.87%-38.4pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,210 | $6,073-30.7% | $6,842-38.5% | $3,740+12.6% |
| Admin fee / account holder | $32 | $551-94.1% | $9,309-99.7% | $513-93.7% |