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 8-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.
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 | $31,832 | $99,957-68.2% | $149,696-78.7% | $73,488-56.7% |
| Participation rate | 87.8% | 75.7%+12.1pp | 82.5%+5.4pp | 70.7%+17.1pp |
| Annual return | 15.15% | 53.87%-38.7pp | 276.60%-261.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $13,097 | $6,073+115.7% | $6,842+91.4% | $3,740+250.2% |
| Admin fee / account holder | $36 | $551-93.5% | $9,309-99.6% | $513-93.0% |