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 | $45,531 | $57,976-21.5% | $62,995-27.7% | $62,292-26.9% |
| Participation rate | 63.2% | 75.9%-12.7pp | 74.8%-11.6pp | 69.5%-6.3pp |
| Annual return | 10.42% | 17.54%-7.1pp | 87.57%-77.1pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,069 | $2,415-55.7% | $2,759-61.3% | $2,042-47.7% |
| Participant deferral / active EE | $2,878 | $2,956-2.6% | $3,329-13.6% | $3,169-9.2% |
| Admin fee / account holder | $745 | $276+170.0% | $3,600-79.3% | $479+55.3% |