Filed October 31, 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.
Employer 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 | $118,366 | $148,978-20.5% | $200,582-41.0% | $84,808+39.6% |
| Participation rate | 69.4% | 84.2%-14.8pp | 86.9%-17.5pp | 68.3%+1.1pp |
| Annual return | 15.43% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $925 | $4,815-80.8% | $6,419-85.6% | $2,631-64.8% |
| Participant deferral / active EE | $6,422 | $7,142-10.1% | $9,331-31.2% | $4,212+52.5% |
| Admin fee / account holder | $7,841 | $13,977-43.9% | $16,305-51.9% | $7,344+6.8% |