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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,422 | $40,256+154.4% | $57,343+78.6% | $59,632+71.8% |
| Participation rate | 61.7% | 69.2%-7.5pp | 75.1%-13.4pp | 68.7%-7.0pp |
| Annual return | 3.21% | 27.49%-24.3pp | 24.39%-21.2pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,438 | $2,399+168.3% | $3,162+103.6% | $3,192+101.7% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |