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 | $58,337 | $53,127+9.8% | $86,590-32.6% | $70,131-16.8% |
| Participation rate | 62.2% | 65.3%-3.1pp | 73.5%-11.4pp | 69.5%-7.4pp |
| Annual return | 10.76% | 27.66%-16.9pp | 964.84%-954.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,161 | $2,696+128.5% | $3,609+70.7% | $3,332+84.9% |
| Admin fee / account holder | $5,169 | $3,585+44.2% | $4,906+5.4% | $4,645+11.3% |