Filed April 11, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,118 | $76,552-56.7% | $123,892-73.3% | $62,891-47.3% |
| Participation rate | 41.5% | 73.0%-31.5pp | 81.4%-39.9pp | 69.3%-27.8pp |
| Annual return | 4.24% | 18.68%-14.4pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,505 | $2,883-47.8% | $4,617-67.4% | $2,281-34.0% |
| Participant deferral / active EE | $2,783 | $4,840-42.5% | $5,984-53.5% | $3,203-13.1% |
| Admin fee / account holder | $25,270 | $4,826+423.7% | $8,357+202.4% | $4,296+488.3% |