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 | $44,080 | $98,750-55.4% | $149,696-70.6% | $79,858-44.8% |
| Participation rate | 51.4% | 75.8%-24.3pp | 82.5%-31.0pp | 69.6%-18.2pp |
| Annual return | 1.32% | 27.43%-26.1pp | 276.60%-275.3pp | 31.71%-30.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,877 | $5,680-49.3% | $6,842-57.9% | $3,740-23.1% |
| Admin fee / account holder | $1,286 | $6,053-78.8% | $9,309-86.2% | $5,306-75.8% |