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 | $23,039 | $138,347-83.3% | $184,203-87.5% | $80,856-71.5% |
| Participation rate | 55.3% | 83.9%-28.6pp | 86.8%-31.6pp | 67.6%-12.4pp |
| Annual return | 27.16% | 20.02%+7.1pp | 28.81%-1.7pp | 35.59%-8.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,456 | $7,071-65.3% | $9,131-73.1% | $4,296-42.8% |
| Admin fee / account holder | $3,175 | $10,483-69.7% | $13,901-77.2% | $6,918-54.1% |