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.)
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 | $14,894 | $58,512-74.5% | $84,015-82.3% | $72,985-79.6% |
| Participation rate | 42.6% | 61.2%-18.6pp | 69.0%-26.4pp | 69.5%-26.9pp |
| Annual return | 21.44% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $550 | $1,163-52.7% | $1,983-72.3% | $2,440-77.5% |
| Participant deferral / active EE | $1,161 | $2,394-51.5% | $3,239-64.1% | $3,607-67.8% |
| Admin fee / account holder | $549 | $4,569-88.0% | $6,101-91.0% | $5,124-89.3% |