Filed March 5, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,642 | $137,414-88.6% | $189,513-91.7% | $85,850-81.8% |
| Participation rate | 61.8% | 84.6%-22.8pp | 87.8%-26.0pp | 69.3%-7.6pp |
| Annual return | 23.00% | 38.14%-15.1pp | 555.15%-532.1pp | 318.53%-295.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,478 | $6,260-76.4% | $8,221-82.0% | $3,952-62.6% |
| Admin fee / account holder | $1,030 | $8,630-88.1% | $12,045-91.4% | $6,260-83.5% |