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.
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 | $26,188 | $91,538-71.4% | $129,995-79.9% | $75,163-65.2% |
| Participation rate | 77.6% | 71.4%+6.2pp | 78.5%-0.9pp | 67.2%+10.4pp |
| Annual return | 11.82% | -631.11%+642.9pp | -137.18%+149.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $754 | $2,845-73.5% | $4,320-82.6% | $2,670-71.8% |
| Participant deferral / active EE | $2,237 | $4,341-48.5% | $5,820-61.6% | $4,125-45.8% |
| Admin fee / account holder | $8 | $6,790-99.9% | $10,614-99.9% | $5,651-99.9% |