Filed July 1, 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 | $22,894 | $48,795-53.1% | $65,493-65.0% | $84,808-73.0% |
| Participation rate | 37.6% | 67.0%-29.3pp | 73.1%-35.5pp | 68.3%-30.7pp |
| Annual return | -10.34% | 20.20%-30.5pp | 982.45%-992.8pp | 40.90%-51.2pp |
| Employer contribution / active EE | $425 | $1,930-78.0% | $2,574-83.5% | $2,631-83.8% |
| Participant deferral / active EE | $953 | $2,928-67.4% | $3,961-75.9% | $4,212-77.4% |
| Admin fee / account holder | $1,430 | $3,877-63.1% | $5,028-71.6% | $7,344-80.5% |