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 | $53,943 | $48,570+11.1% | $130,648-58.7% | $72,985-26.1% |
| Participation rate | 49.1% | 58.6%-9.5pp | 71.7%-22.7pp | 69.5%-20.4pp |
| Annual return | 23.10% | 38.63%-15.5pp | 1708.96%-1685.9pp | 81.00%-57.9pp |
| Employer contribution / active EE | $910 | $1,334-31.8% | $4,092-77.8% | $2,440-62.7% |
| Participant deferral / active EE | $2,628 | $2,384+10.2% | $3,603-27.1% | $3,607-27.1% |
| Admin fee / account holder | $1,504 | $3,549-57.6% | $5,464-72.5% | $5,124-70.7% |