Filed January 7, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,282 | $171,865-84.1% | $149,718-81.8% | $147,584-81.5% |
| Participation rate | 68.8% | 88.2%-19.4pp | 87.1%-18.3pp | 82.8%-14.1pp |
| Annual return | 14.74% | 2113.22%-2098.5pp | 1501.63%-1486.9pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,915 | $7,271-46.2% | $6,569-40.4% | $5,439-28.0% |
| Admin fee / account holder | $2,432 | $13,799-82.4% | $11,283-78.4% | $10,885-77.7% |