Filed May 6, 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 | $117,280 | $73,933+58.6% | $96,683+21.3% | $75,163+56.0% |
| Participation rate | 54.0% | 66.4%-12.4pp | 74.3%-20.3pp | 67.2%-13.2pp |
| Annual return | 7.03% | 26.70%-19.7pp | 35.69%-28.7pp | 160.62%-153.6pp |
| Employer contribution / active EE | $3,931 | $2,928+34.3% | $3,737+5.2% | $2,670+47.2% |
| Participant deferral / active EE | $5,363 | $3,659+46.6% | $4,878+9.9% | $4,125+30.0% |
| Admin fee / account holder | $44,786 | $5,216+758.6% | $6,730+565.5% | $5,651+692.5% |