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.
Participant 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 | $23,993 | $65,561-63.4% | $86,188-72.2% | $75,163-68.1% |
| Participation rate | 44.3% | 60.5%-16.2pp | 69.0%-24.7pp | 67.2%-22.9pp |
| Annual return | 15.47% | 46.05%-30.6pp | 1168.45%-1153.0pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,378 | $1,553-11.2% | $2,380-42.1% | $2,670-48.4% |
| Participant deferral / active EE | $712 | $3,024-76.5% | $3,985-82.1% | $4,125-82.7% |
| Admin fee / account holder | $781 | $5,474-85.7% | $6,852-88.6% | $5,651-86.2% |