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 | $56,628 | $62,327-9.1% | $120,354-52.9% | $74,495-24.0% |
| Participation rate | 34.0% | 56.8%-22.8pp | 71.9%-37.9pp | 67.2%-33.2pp |
| Annual return | 7.77% | 18.61%-10.8pp | 107.15%-99.4pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $681 | $1,843-63.1% | $3,463-80.3% | $2,623-74.0% |
| Participant deferral / active EE | $1,642 | $2,893-43.2% | $4,991-67.1% | $4,346-62.2% |
| Admin fee / account holder | $7,710 | $2,396+221.8% | $9,423-18.2% | $1,942+297.0% |