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 | $23,919 | $82,202-70.9% | $125,339-80.9% | $64,808-63.1% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | 41.34% | 3.48%+37.9pp | 572.05%-530.7pp | 32.82%+8.5pp |
| Employer contribution / active EE | $4,030 | $3,615+11.5% | $4,814-16.3% | $2,506+60.8% |
| Participant deferral / active EE | $9,266 | $7,175+29.1% | $7,446+24.4% | $4,310+115.0% |
| Admin fee / account holder | $13 | $163-92.3% | $10,010-99.9% | $188-93.3% |