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 | $15,556 | $54,517-71.5% | $75,972-79.5% | $74,495-79.1% |
| Participation rate | 52.2% | 60.3%-8.1pp | 69.1%-16.9pp | 67.2%-15.0pp |
| Annual return | 21.83% | 31.82%-10.0pp | 359.55%-337.7pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $391 | $1,777-78.0% | $2,685-85.4% | $2,623-85.1% |
| Participant deferral / active EE | $1,900 | $3,066-38.0% | $4,255-55.3% | $4,346-56.3% |
| Admin fee / account holder | $14 | $2,229-99.4% | $6,467-99.8% | $1,942-99.3% |