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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,366 | $59,805-67.6% | $79,550-75.7% | $68,494-71.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -18.26% | -12.30%-6.0pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $702 | $1,505-53.4% | $2,413-70.9% | $2,596-73.0% |
| Participant deferral / active EE | $1,428 | $3,024-52.8% | $3,985-64.2% | $4,027-64.5% |
| Admin fee / account holder | $396 | $4,835-91.8% | $6,832-94.2% | $5,403-92.7% |