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 | $13,092 | $56,114-76.7% | $96,139-86.4% | $85,850-84.8% |
| Participation rate | 59.3% | 56.7%+2.6pp | 68.4%-9.1pp | 69.3%-10.0pp |
| Annual return | 12.79% | 42.30%-29.5pp | 191.94%-179.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,753 | $1,620+8.2% | $2,797-37.3% | $2,565-31.7% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,010 | $3,768-73.2% | $5,537-81.8% | $6,260-83.9% |