Filed September 3, 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 3-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 | $19,686 | $81,248-75.8% | $155,509-87.3% | $80,856-75.7% |
| Participation rate | 31.1% | 66.2%-35.1pp | 78.2%-47.1pp | 67.6%-36.5pp |
| Annual return | 28.30% | 33.31%-5.0pp | 64.67%-36.4pp | 35.59%-7.3pp |
| Employer contribution / active EE | $3,316 | $3,100+6.9% | $4,672-29.0% | $2,755+20.4% |
| Participant deferral / active EE | $749 | $3,452-78.3% | $5,626-86.7% | $4,296-82.6% |
| Admin fee / account holder | $6,417 | $7,997-19.8% | $15,912-59.7% | $6,918-7.2% |