Filed June 11, 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 | $172,654 | $80,717+113.9% | $154,803+11.5% | $84,808+103.6% |
| Participation rate | 11.6% | 66.8%-55.2pp | 78.1%-66.5pp | 68.3%-56.7pp |
| Annual return | 16.60% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $116 | $2,761-95.8% | $4,305-97.3% | $2,631-95.6% |
| Participant deferral / active EE | $987 | $3,303-70.1% | $5,540-82.2% | $4,212-76.6% |
| Admin fee / account holder | $1,259 | $6,746-81.3% | $14,329-91.2% | $7,344-82.9% |