Filed May 20, 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 | $37,586 | $43,723-14.0% | $121,196-69.0% | $64,186-41.4% |
| Participation rate | 56.3% | 58.3%-2.1pp | 71.7%-15.5pp | 69.6%-13.3pp |
| Annual return | -5.26% | 68.91%-74.2pp | 16.93%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,032 | $1,296-20.4% | $4,022-74.4% | $2,381-56.7% |
| Participant deferral / active EE | $2,504 | $2,280+9.8% | $3,344-25.1% | $3,470-27.8% |
| Admin fee / account holder | $4,731 | $3,501+35.1% | $5,019-5.7% | $4,888-3.2% |