Filed May 4, 2026
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 | $60,219 | $43,327+39.0% | $59,878+0.6% | $64,186-6.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 74.7%-12.2pp | 69.6%-7.1pp |
| Annual return | -8.18% | -1.55%-6.6pp | 3.46%-11.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $492 | $2,028-75.8% | $2,722-81.9% | $2,381-79.4% |
| Participant deferral / active EE | $5,070 | $2,546+99.2% | $3,402+49.0% | $3,470+46.1% |
| Admin fee / account holder | $693 | $3,005-76.9% | $3,590-80.7% | $4,888-85.8% |