Filed June 5, 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 | $27,191 | $84,233-67.7% | $170,442-84.0% | $70,131-61.2% |
| Participation rate | 58.1% | 70.8%-12.7pp | 83.6%-25.5pp | 69.5%-11.4pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,786 | $3,387-17.8% | $5,433-48.7% | $2,342+18.9% |
| Participant deferral / active EE | $2,438 | $3,086-21.0% | $4,939-50.6% | $3,332-26.8% |
| Admin fee / account holder | $1,621 | $5,698-71.6% | $13,880-88.3% | $4,645-65.1% |