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 4-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.
Annual investment return 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 | $3,520 | $63,442-94.5% | $68,791-94.9% | $66,914-94.7% |
| Participation rate | 78.6% | 60.0%+18.6pp | 69.0%+9.5pp | 69.8%+8.8pp |
| Annual return | -23.98% | -8.29%-15.7pp | -6.38%-17.6pp | 1.58%-25.6pp |
| Employer contribution / active EE | $637 | $1,775-64.1% | $2,655-76.0% | $2,544-75.0% |
| Participant deferral / active EE | $1,615 | $2,945-45.2% | $3,941-59.0% | $4,237-61.9% |
| Admin fee / account holder | $45 | $577-92.2% | $4,932-99.1% | $593-92.4% |