Filed July 17, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,667 | $50,958-81.0% | $74,550-87.0% | $64,186-84.9% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.1%-29.9pp | 69.6%-30.3pp |
| Annual return | -10.07% | -1.86%-8.2pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $507 | $1,115-54.6% | $1,961-74.2% | $2,381-78.7% |
| Participant deferral / active EE | $1,080 | $2,301-53.1% | $3,108-65.2% | $3,470-68.9% |
| Admin fee / account holder | $443 | $4,223-89.5% | $5,060-91.2% | $4,888-90.9% |