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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,277 | $56,423-41.0% | $77,163-56.9% | $71,457-53.4% |
| Participation rate | 87.2% | 64.3%+22.9pp | 69.6%+17.6pp | 67.9%+19.3pp |
| Annual return | 19.24% | 19.05%+0.2pp | 37.87%-18.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $453 | $1,866-75.7% | $2,535-82.1% | $2,588-82.5% |
| Participant deferral / active EE | $3,164 | $3,142+0.7% | $3,833-17.4% | $4,289-26.2% |
| Admin fee / account holder | $1 | $1,429-100.0% | $5,472-100.0% | $1,587-100.0% |