Filed February 19, 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.
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 | $14,079 | $157,256-91.0% | $141,162-90.0% | $152,861-90.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 23.33% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,973 | $5,261-62.5% | $4,735-58.3% | $4,762-58.6% |
| Participant deferral / active EE | $4,731 | $7,109-33.5% | $6,709-29.5% | $5,850-19.1% |
| Admin fee / account holder | $181 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |