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 8-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 | $7,804 | $56,485-86.2% | $185,823-95.8% | $86,799-91.0% |
| Participation rate | 85.6% | 65.5%+20.1pp | 81.7%+3.9pp | 72.3%+13.3pp |
| Annual return | 29.62% | 118.04%-88.4pp | 122.05%-92.4pp | 97.91%-68.3pp |
| Employer contribution / active EE | $466 | $1,843-74.7% | $5,167-91.0% | $2,405-80.6% |
| Participant deferral / active EE | $2,130 | $2,553-16.6% | $5,568-61.7% | $4,131-48.4% |
| Admin fee / account holder | $86 | $150-42.8% | $16,237-99.5% | $170-49.6% |