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 | $14,519 | $125,758-88.5% | $169,993-91.5% | $75,163-80.7% |
| Participation rate | 55.3% | 83.6%-28.3pp | 87.0%-31.7pp | 67.2%-11.9pp |
| Annual return | 20.08% | 27.20%-7.1pp | 53.37%-33.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,732 | $6,837-74.7% | $10,408-83.4% | $4,125-58.0% |
| Admin fee / account holder | $3,139 | $8,173-61.6% | $12,815-75.5% | $5,651-44.5% |