Filed April 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,271 | $37,393+87.9% | $77,024-8.8% | $66,914+5.0% |
| Participation rate | 5.8% | 52.9%-47.0pp | 67.9%-62.1pp | 69.8%-64.0pp |
| Annual return | -20.51% | -3.29%-17.2pp | 42.32%-62.8pp | 1.58%-22.1pp |
| Employer contribution / active EE | $334 | $1,531-78.2% | $2,812-88.1% | $2,544-86.9% |
| Participant deferral / active EE | $625 | $2,617-76.1% | $4,426-85.9% | $4,237-85.2% |
| Admin fee / account holder | $1,451 | $567+156.0% | $5,425-73.3% | $593+144.6% |