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.
Participant 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 | $54,520 | $125,578-56.6% | $86,436-36.9% | $89,394-39.0% |
| Participation rate | 91.0% | 86.1%+4.9pp | 80.3%+10.7pp | 71.3%+19.7pp |
| Annual return | -16.00% | -16.42%+0.4pp | 4394.89%-4410.9pp | -11.89%-4.1pp |
| Employer contribution / active EE | $2,901 | $4,137-29.9% | $3,769-23.0% | $3,022-4.0% |
| Participant deferral / active EE | $4,776 | $9,976-52.1% | $6,952-31.3% | $5,123-6.8% |
| Admin fee / account holder | $0 | $94-100.0% | $6,731-100.0% | $79-100.0% |