Filed August 19, 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 | $12,082 | $45,863-73.7% | $77,024-84.3% | $68,494-82.4% |
| Participation rate | 40.5% | 55.9%-15.4pp | 67.9%-27.4pp | 67.9%-27.4pp |
| Annual return | -19.58% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,203 | $1,650+33.5% | $2,812-21.7% | $2,596-15.2% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,690 | $3,041+21.4% | $5,425-32.0% | $5,403-31.7% |