Filed March 30, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,001 | $48,076+16.5% | $78,689-28.8% | $62,891-11.0% |
| Participation rate | 57.9% | 65.2%-7.3pp | 73.6%-15.7pp | 69.3%-11.4pp |
| Annual return | -2.00% | 31.35%-33.4pp | 62.18%-64.2pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,884 | $2,588+50.1% | $3,517+10.4% | $3,203+21.2% |
| Admin fee / account holder | $1,442 | $3,207-55.1% | $4,510-68.0% | $4,296-66.4% |