Filed April 30, 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 | $128,587 | $67,823+89.6% | $52,425+145.3% | $137,256-6.3% |
| Participation rate | 42.1% | 63.9%-21.8pp | 55.6%-13.5pp | 80.0%-37.9pp |
| Annual return | 16.04% | 219.11%-203.1pp | 302.12%-286.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,360 | $1,163+360.9% | $914+486.3% | $4,156+29.0% |
| Participant deferral / active EE | $7,293 | $2,288+218.7% | $1,790+307.3% | $6,407+13.8% |
| Admin fee / account holder | $1,434 | $2,844-49.6% | $2,495-42.5% | $12,270-88.3% |