Filed April 11, 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 | $77,501 | $62,573+23.9% | $85,682-9.5% | $85,850-9.7% |
| Participation rate | 27.9% | 61.1%-33.2pp | 69.9%-42.0pp | 69.3%-41.4pp |
| Annual return | 11.30% | 23.77%-12.5pp | 21.49%-10.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $330 | $1,757-81.2% | $2,618-87.4% | $2,565-87.1% |
| Participant deferral / active EE | $1,236 | $2,802-55.9% | $3,923-68.5% | $3,952-68.7% |
| Admin fee / account holder | $24,220 | $4,640+422.0% | $6,873+252.4% | $6,260+286.9% |