Filed September 4, 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 | $82,007 | $54,726+49.9% | $68,793+19.2% | $64,186+27.8% |
| Participation rate | 58.6% | 68.0%-9.4pp | 72.2%-13.6pp | 69.6%-10.9pp |
| Annual return | -0.05% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,021 | $2,626+15.0% | $3,311-8.8% | $3,470-12.9% |
| Admin fee / account holder | $5,117 | $4,027+27.1% | $5,131-0.3% | $4,888+4.7% |