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 10-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 | $40,153 | $136,307-70.5% | $177,821-77.4% | $73,488-45.4% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 48.82% | 18.68%+30.1pp | 48.32%+0.5pp | 28.51%+20.3pp |
| Employer contribution / active EE | $1,114 | $3,712-70.0% | $5,918-81.2% | $2,270-50.9% |
| Participant deferral / active EE | $10,097 | $5,829+73.2% | $7,714+30.9% | $3,740+170.0% |
| Admin fee / account holder | $15 | $596-97.5% | $12,427-99.9% | $513-97.1% |