Filed March 13, 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,938 | $63,346-79.6% | $92,233-86.0% | $70,131-81.6% |
| Participation rate | 56.0% | 68.7%-12.7pp | 76.5%-20.5pp | 69.5%-13.5pp |
| Annual return | 38.18% | 530.12%-491.9pp | 176.28%-138.1pp | 73.14%-35.0pp |
| Employer contribution / active EE | $2,227 | $2,471-9.9% | $3,679-39.5% | $2,342-4.9% |
| Participant deferral / active EE | $4,373 | $2,854+53.2% | $3,897+12.2% | $3,332+31.3% |
| Admin fee / account holder | $803 | $3,840-79.1% | $5,194-84.5% | $4,645-82.7% |