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 3-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 | $3,988 | $50,982-92.2% | $154,803-97.4% | $85,563-95.3% |
| Participation rate | 79.6% | 59.8%+19.8pp | 78.1%+1.6pp | 66.0%+13.7pp |
| Annual return | 101.10% | 30.35%+70.7pp | 58.88%+42.2pp | 31.51%+69.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,522 | $2,474-38.5% | $5,540-72.5% | $4,375-65.2% |
| Admin fee / account holder | $4 | $846-99.5% | $14,329-100.0% | $834-99.5% |