Filed September 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,616 | $56,423-20.9% | $77,163-42.2% | $71,457-37.6% |
| Participation rate | 64.1% | 64.3%-0.2pp | 69.6%-5.5pp | 67.9%-3.8pp |
| Annual return | 14.35% | 19.05%-4.7pp | 37.87%-23.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,320 | $3,142+5.7% | $3,833-13.4% | $4,289-22.6% |
| Admin fee / account holder | $29,915 | $1,429+1993.6% | $5,472+446.7% | $1,587+1784.6% |