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 | $65,145 | $53,777+21.1% | $134,143-51.4% | $79,858-18.4% |
| Participation rate | 47.4% | 58.8%-11.4pp | 72.2%-24.8pp | 69.6%-22.3pp |
| Annual return | 16.17% | 19.01%-2.8pp | 36.33%-20.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $993 | $1,321-24.9% | $3,704-73.2% | $2,471-59.8% |
| Participant deferral / active EE | $2,650 | $2,420+9.5% | $3,499-24.3% | $3,740-29.1% |
| Admin fee / account holder | $1,805 | $3,984-54.7% | $6,684-73.0% | $5,306-66.0% |