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.
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 | $12,801 | $58,320-78.1% | $86,436-85.2% | $66,914-80.9% |
| Participation rate | 88.6% | 78.6%+10.0pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -4.03% | -9.71%+5.7pp | 4394.89%-4398.9pp | 1.58%-5.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,320 | $6,899+64.1% | $6,952+62.8% | $4,237+167.2% |
| Admin fee / account holder | $12 | $546-97.8% | $6,731-99.8% | $593-98.0% |