Filed September 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,123 | $201,272-85.0% | $184,203-83.6% | $145,922-79.4% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.7pp |
| Annual return | 8.64% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,821 | $7,022-59.8% | $6,427-56.1% | $4,660-39.4% |
| Participant deferral / active EE | $2,907 | $9,806-70.4% | $9,131-68.2% | $6,688-56.5% |
| Admin fee / account holder | $561 | $16,364-96.6% | $13,901-96.0% | $13,397-95.8% |