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.
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 | $22,210 | $81,900-72.9% | $119,609-81.4% | $68,494-67.6% |
| Participation rate | 90.8% | 71.9%+18.9pp | 79.3%+11.5pp | 67.9%+22.9pp |
| Annual return | -9.25% | -23.82%+14.6pp | -14.97%+5.7pp | -7.84%-1.4pp |
| Employer contribution / active EE | $884 | $2,693-67.2% | $4,232-79.1% | $2,596-65.9% |
| Participant deferral / active EE | $2,597 | $4,148-37.4% | $5,602-53.6% | $4,027-35.5% |
| Admin fee / account holder | $15 | $6,582-99.8% | $10,323-99.9% | $5,403-99.7% |