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 | $52,509 | $46,674+12.5% | $117,472-55.3% | $68,494-23.3% |
| Participation rate | 55.6% | 56.8%-1.2pp | 70.6%-15.0pp | 67.9%-12.3pp |
| Annual return | -17.57% | -14.52%-3.1pp | 29.74%-47.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,717 | $1,505+14.1% | $4,176-58.9% | $2,596-33.9% |
| Participant deferral / active EE | $3,679 | $2,636+39.5% | $4,070-9.6% | $4,027-8.7% |
| Admin fee / account holder | $4,035 | $4,020+0.4% | $5,645-28.5% | $5,403-25.3% |