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.
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 | $63,631 | $54,229+17.3% | $70,092-9.2% | $68,494-7.1% |
| Participation rate | 64.6% | 64.5%+0.1pp | 70.5%-5.9pp | 67.9%-3.3pp |
| Annual return | -8.76% | -13.87%+5.1pp | 190.73%-199.5pp | -7.84%-0.9pp |
| Employer contribution / active EE | $74 | $2,018-96.3% | $2,559-97.1% | $2,596-97.1% |
| Participant deferral / active EE | $3,185 | $2,956+7.8% | $3,849-17.2% | $4,027-20.9% |
| Admin fee / account holder | $14,311 | $4,694+204.9% | $6,267+128.4% | $5,403+164.9% |