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 | $40,873 | $91,190-55.2% | $178,490-77.1% | $79,858-48.8% |
| Participation rate | 49.1% | 69.2%-20.1pp | 81.9%-32.8pp | 69.6%-20.5pp |
| Annual return | 14.14% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,552 | $3,256-21.6% | $5,011-49.1% | $2,471+3.3% |
| Participant deferral / active EE | $3,214 | $3,236-0.7% | $5,202-38.2% | $3,740-14.1% |
| Admin fee / account holder | $3,004 | $6,751-55.5% | $13,984-78.5% | $5,306-43.4% |