Filed June 12, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,305 | $76,407-28.9% | $150,298-63.9% | $82,448-34.1% |
| Participation rate | 29.0% | 66.4%-37.4pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 16.49% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,803 | $3,214-12.8% | $5,453-48.6% | $4,139-32.3% |
| Admin fee / account holder | $3,746 | $6,352-41.0% | $14,116-73.5% | $7,234-48.2% |