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 | $76,407+126.0% | $150,298+14.9% | $82,448+109.4% |
| Participation rate | 11.6% | 66.4%-54.8pp | 77.8%-66.2pp | 68.1%-56.5pp |
| Annual return | 16.60% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $116 | $2,614-95.6% | $4,154-97.2% | $2,551-95.5% |
| Participant deferral / active EE | $987 | $3,214-69.3% | $5,453-81.9% | $4,139-76.2% |
| Admin fee / account holder | $1,259 | $6,352-80.2% | $14,116-91.1% | $7,234-82.6% |