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 10-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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,682 | $84,936-73.3% | $111,297-79.6% | $79,386-71.4% |
| Participation rate | 97.0% | 75.9%+21.1pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 6.32% | 17.45%-11.1pp | 54.65%-48.3pp | 116.85%-110.5pp |
| Employer contribution / active EE | $846 | $1,979-57.2% | $2,731-69.0% | $2,427-65.1% |
| Participant deferral / active EE | $2,266 | $3,888-41.7% | $4,487-49.5% | $4,046-44.0% |
| Admin fee / account holder | $25 | $537-95.4% | $7,964-99.7% | $626-96.0% |