Filed October 27, 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 | $64,903 | $70,587-8.1% | $124,672-47.9% | $85,850-24.4% |
| Participation rate | 48.5% | 64.4%-16.0pp | 74.6%-26.2pp | 69.3%-20.9pp |
| Annual return | 9.67% | 20688.83%-20679.2pp | 5142.93%-5133.3pp | 318.53%-308.9pp |
| Employer contribution / active EE | $753 | $1,913-60.7% | $3,324-77.4% | $2,565-70.7% |
| Participant deferral / active EE | $1,977 | $2,969-33.4% | $4,614-57.2% | $3,952-50.0% |
| Admin fee / account holder | $5,582 | $5,282+5.7% | $7,493-25.5% | $6,260-10.8% |