Filed November 19, 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 | $43,267 | $89,355-51.6% | $141,162-69.3% | $72,985-40.7% |
| Participation rate | 45.5% | 75.1%-29.7pp | 82.5%-37.0pp | 69.5%-24.0pp |
| Annual return | 4.98% | 111.85%-106.9pp | 71.39%-66.4pp | 81.00%-76.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,650 | $5,418-51.1% | $6,709-60.5% | $3,607-26.5% |
| Admin fee / account holder | $1,935 | $5,958-67.5% | $10,261-81.1% | $5,124-62.2% |