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 | $15,071 | $84,487-82.2% | $125,339-88.0% | $66,914-77.5% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -3.00% | -8.39%+5.4pp | 572.05%-575.1pp | 1.58%-4.6pp |
| Employer contribution / active EE | $2,915 | $3,553-18.0% | $4,814-39.4% | $2,544+14.6% |
| Participant deferral / active EE | $5,865 | $6,781-13.5% | $7,446-21.2% | $4,237+38.4% |
| Admin fee / account holder | $14 | $685-98.0% | $10,010-99.9% | $593-97.7% |