Filed March 2, 2026 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,765 | $48,274-52.8% | $63,517-64.2% | $59,632-61.8% |
| Participation rate | 52.0% | 66.3%-14.3pp | 71.0%-19.0pp | 68.7%-16.7pp |
| Annual return | -5.69% | -240.79%+235.1pp | -70.30%+64.6pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $897 | $1,586-43.5% | $2,322-61.4% | $2,203-59.3% |
| Participant deferral / active EE | $1,997 | $2,343-14.8% | $2,953-32.4% | $3,192-37.4% |
| Admin fee / account holder | $287 | $3,600-92.0% | $5,892-95.1% | $4,297-93.3% |