Filed January 21, 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 | $171,712 | $81,460+110.8% | $103,333+66.2% | $80,856+112.4% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 29.77% | 25.55%+4.2pp | 24.88%+4.9pp | 35.59%-5.8pp |
| Employer contribution / active EE | $2,268 | $3,105-27.0% | $3,868-41.4% | $2,755-17.7% |
| Participant deferral / active EE | $4,871 | $3,869+25.9% | $5,057-3.7% | $4,296+13.4% |
| Admin fee / account holder | $1,254 | $6,566-80.9% | $8,355-85.0% | $6,918-81.9% |