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 | $20,637 | $122,239-83.1% | $184,203-88.8% | $74,495-72.3% |
| Participation rate | 81.3% | 85.5%-4.1pp | 86.8%-5.5pp | 67.2%+14.1pp |
| Annual return | 20.30% | 19.95%+0.4pp | 28.81%-8.5pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $28 | $4,537-99.4% | $6,427-99.6% | $2,623-99.0% |
| Participant deferral / active EE | $3,920 | $7,139-45.1% | $9,131-57.1% | $4,346-9.8% |
| Admin fee / account holder | $18 | $1,260-98.6% | $13,901-99.9% | $1,942-99.1% |