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.
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 | $18,338 | $72,254-74.6% | $86,677-78.8% | $64,808-71.7% |
| Participation rate | 97.6% | 80.4%+17.1pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | 8.22% | 392.42%-384.2pp | 35.91%-27.7pp | 32.82%-24.6pp |
| Employer contribution / active EE | $3,960 | $2,393+65.5% | $2,836+39.6% | $2,506+58.0% |
| Participant deferral / active EE | $7,583 | $4,658+62.8% | $4,656+62.9% | $4,310+75.9% |
| Admin fee / account holder | $11 | $174-93.9% | $7,493-99.9% | $188-94.4% |