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.
Participant 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,636 | $30,555-88.1% | $80,716-95.5% | $86,799-95.8% |
| Participation rate | 81.3% | 37.2%+44.1pp | 54.2%+27.2pp | 72.3%+9.1pp |
| Annual return | 16.43% | 30.35%-13.9pp | 87.28%-70.8pp | 97.91%-81.5pp |
| Employer contribution / active EE | $171 | $472-63.7% | $1,160-85.2% | $2,405-92.9% |
| Participant deferral / active EE | $220 | $1,050-79.0% | $2,146-89.7% | $4,131-94.7% |
| Admin fee / account holder | $1 | $135-98.9% | $3,380-100.0% | $170-99.1% |