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 | $2,872 | $22,683-87.3% | $61,373-95.3% | - |
| Participation rate | 83.5% | 38.0%+45.6pp | 52.6%+31.0pp | - |
| Annual return | -19.06% | -10.54%-8.5pp | 338.61%-357.7pp | - |
| Employer contribution / active EE | $195 | $484-59.8% | $1,159-83.2% | - |
| Participant deferral / active EE | $267 | $1,321-79.8% | $2,125-87.4% | - |
| Admin fee / account holder | $3 | $926-99.7% | $2,130-99.9% | - |