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 | $27,700 | $76,000-63.6% | $154,107-82.0% | $64,186-56.8% |
| Participation rate | 61.2% | 70.4%-9.2pp | 83.0%-21.8pp | 69.6%-8.3pp |
| Annual return | 2.50% | 30.32%-27.8pp | 735.12%-732.6pp | 7.63%-5.1pp |
| Employer contribution / active EE | $2,569 | $3,351-23.3% | $5,298-51.5% | $2,381+7.9% |
| Participant deferral / active EE | $2,433 | $3,175-23.4% | $5,081-52.1% | $3,470-29.9% |
| Admin fee / account holder | $901 | $5,596-83.9% | $13,411-93.3% | $4,888-81.6% |