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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,770 | $85,766-54.8% | $136,294-71.6% | $70,131-44.7% |
| Participation rate | 41.2% | 74.2%-32.9pp | 81.9%-40.7pp | 69.5%-28.3pp |
| Annual return | 18.81% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,375 | $2,966-53.7% | $4,695-70.7% | $2,342-41.3% |
| Participant deferral / active EE | $2,772 | $5,051-45.1% | $6,247-55.6% | $3,332-16.8% |
| Admin fee / account holder | $2,859 | $5,420-47.3% | $9,243-69.1% | $4,645-38.5% |