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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,575 | $49,177+31.3% | $79,464-18.7% | $64,186+0.6% |
| Participation rate | 62.2% | 65.0%-2.8pp | 73.3%-11.1pp | 69.6%-7.3pp |
| Annual return | 11.97% | -1.16%+13.1pp | 718.14%-706.2pp | 7.63%+4.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,067 | $2,821+115.0% | $3,704+63.8% | $3,470+74.9% |
| Admin fee / account holder | $1,170 | $3,839-69.5% | $5,113-77.1% | $4,888-76.1% |