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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,143 | $62,603-27.9% | $104,294-56.7% | $66,914-32.5% |
| Participation rate | 44.1% | 59.6%-15.5pp | 73.3%-29.1pp | 69.8%-25.7pp |
| Annual return | -9.19% | -14.70%+5.5pp | 24.61%-33.8pp | 1.58%-10.8pp |
| Employer contribution / active EE | $687 | $1,972-65.1% | $3,372-79.6% | $2,544-73.0% |
| Participant deferral / active EE | $1,669 | $2,853-41.5% | $4,625-63.9% | $4,237-60.6% |
| Admin fee / account holder | $11,956 | $656+1723.6% | $7,339+62.9% | $593+1915.3% |