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.
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 | $12,853 | $47,126-72.7% | $149,673-91.4% | $74,419-82.7% |
| Participation rate | 90.4% | 63.4%+27.0pp | 78.8%+11.7pp | 70.7%+19.7pp |
| Annual return | 12.58% | 22.75%-10.2pp | 134.42%-121.8pp | 34.38%-21.8pp |
| Employer contribution / active EE | $1,101 | $1,905-42.2% | $4,818-77.1% | $2,637-58.2% |
| Participant deferral / active EE | $1,545 | $2,728-43.4% | $5,680-72.8% | $4,528-65.9% |
| Admin fee / account holder | $18 | $343-94.7% | $13,210-99.9% | $348-94.8% |