Filed November 20, 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 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,827 | $57,281-58.4% | $86,612-72.5% | $75,163-68.3% |
| Participation rate | 17.0% | 63.2%-46.2pp | 71.7%-54.7pp | 67.2%-50.2pp |
| Annual return | 15.66% | 2670.75%-2655.1pp | 591.07%-575.4pp | 160.62%-145.0pp |
| Employer contribution / active EE | $379 | $2,314-83.6% | $3,022-87.5% | $2,670-85.8% |
| Participant deferral / active EE | $650 | $3,318-80.4% | $4,438-85.3% | $4,125-84.2% |
| Admin fee / account holder | $3,579 | $4,112-13.0% | $5,614-36.3% | $5,651-36.7% |