Filed August 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,265 | $52,279-65.1% | $89,391-79.6% | $79,858-77.1% |
| Participation rate | 45.2% | 57.5%-12.4pp | 68.0%-22.8pp | 69.6%-24.5pp |
| Annual return | 30.97% | 22.16%+8.8pp | 245.62%-214.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $2,016 | $1,572+28.3% | $2,586-22.0% | $2,471-18.4% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,926 | $3,356-42.6% | $4,881-60.5% | $5,306-63.7% |