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 4-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 | $16,851 | $130,194-87.1% | $169,993-90.1% | $71,457-76.4% |
| Participation rate | 85.2% | 86.1%-0.9pp | 87.0%-1.8pp | 67.9%+17.3pp |
| Annual return | 30.70% | 20.37%+10.3pp | 53.37%-22.7pp | 28.85%+1.8pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,545 | $6,923-19.9% | $10,408-46.7% | $4,289+29.3% |
| Admin fee / account holder | $14 | $966-98.5% | $12,815-99.9% | $1,587-99.1% |