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 6-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.
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 | $17,115 | $102,553-83.3% | $151,611-88.7% | $66,914-74.4% |
| Participation rate | 88.8% | 85.5%+3.3pp | 87.5%+1.3pp | 69.8%+19.0pp |
| Annual return | -1.50% | -10.82%+9.3pp | 3.33%-4.8pp | 1.58%-3.1pp |
| Employer contribution / active EE | $2 | $4,180-99.9% | $6,166-100.0% | $2,544-99.9% |
| Participant deferral / active EE | $13,415 | $6,641+102.0% | $8,363+60.4% | $4,237+216.6% |
| Admin fee / account holder | $5 | $630-99.2% | $11,616-100.0% | $593-99.1% |