Filed July 18, 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 6-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.
Employer 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 | $14,882 | $73,867-79.9% | $143,757-89.6% | $68,494-78.3% |
| Participation rate | 27.5% | 66.7%-39.2pp | 80.3%-52.8pp | 67.9%-40.4pp |
| Annual return | -21.91% | 1.01%-22.9pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $293 | $3,184-90.8% | $4,951-94.1% | $2,596-88.7% |
| Participant deferral / active EE | $1,163 | $3,384-65.6% | $5,637-79.4% | $4,027-71.1% |
| Admin fee / account holder | $1,563 | $5,755-72.8% | $14,673-89.3% | $5,403-71.1% |