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 6-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.
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 | $13,395 | $58,320-77.0% | $86,436-84.5% | $66,914-80.0% |
| Participation rate | 95.2% | 78.6%+16.6pp | 80.3%+14.9pp | 69.8%+25.4pp |
| Annual return | 13.86% | -9.71%+23.6pp | 4394.89%-4381.0pp | 1.58%+12.3pp |
| Employer contribution / active EE | $2,587 | $2,615-1.1% | $3,769-31.3% | $2,544+1.7% |
| Participant deferral / active EE | $6,280 | $6,899-9.0% | $6,952-9.7% | $4,237+48.2% |
| Admin fee / account holder | $14 | $546-97.4% | $6,731-99.8% | $593-97.6% |