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.
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 | $24,603 | $107,459-77.1% | $135,903-81.9% | $80,160-69.3% |
| Participation rate | 99.2% | 78.0%+21.2pp | 81.9%+17.3pp | 72.9%+26.3pp |
| Annual return | -11.20% | 91.91%-103.1pp | 68.23%-79.4pp | 40.38%-51.6pp |
| Employer contribution / active EE | $1,007 | $3,877-74.0% | $4,856-79.3% | $2,978-66.2% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |