Filed January 20, 2025
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,278 | $91,538+5.2% | $129,995-25.9% | $75,163+28.1% |
| Participation rate | 43.4% | 71.4%-28.0pp | 78.5%-35.1pp | 67.2%-23.8pp |
| Annual return | 18.00% | -631.11%+649.1pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,885 | $2,845-33.7% | $4,320-56.4% | $2,670-29.4% |
| Participant deferral / active EE | $5,150 | $4,341+18.6% | $5,820-11.5% | $4,125+24.8% |
| Admin fee / account holder | $4,761 | $6,790-29.9% | $10,614-55.1% | $5,651-15.7% |