Filed September 11, 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 | $52,568 | $64,707-18.8% | $112,228-53.2% | $68,494-23.3% |
| Participation rate | 59.6% | 67.2%-7.6pp | 75.1%-15.5pp | 67.9%-8.3pp |
| Annual return | -22.40% | -11.40%-11.0pp | 27.45%-49.9pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,604 | $2,746-41.6% | $3,635-55.9% | $2,596-38.2% |
| Participant deferral / active EE | $2,708 | $3,565-24.0% | $4,728-42.7% | $4,027-32.8% |
| Admin fee / account holder | $7,986 | $5,232+52.6% | $6,410+24.6% | $5,403+47.8% |