Filed May 15, 2024
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,971-100.0% | $96,683-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 74.3%-74.3pp | 70.7%-70.7pp |
| Annual return | 0.00% | 37.49%-37.5pp | 35.69%-35.7pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |