Filed September 8, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,434 | $185,822-82.5% | $169,993-80.9% | $139,434-76.7% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 6.62% | 60.50%-53.9pp | 53.37%-46.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,927 | $7,590-61.4% | $6,785-56.9% | $4,751-38.4% |
| Participant deferral / active EE | $3,242 | $11,622-72.1% | $10,408-68.8% | $6,710-51.7% |
| Admin fee / account holder | $39,899 | $15,381+159.4% | $12,815+211.3% | $11,403+249.9% |