Filed August 10, 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.
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 | $49,904 | $81,248-38.6% | $155,509-67.9% | $80,856-38.3% |
| Participation rate | 67.8% | 66.2%+1.6pp | 78.2%-10.4pp | 67.6%+0.2pp |
| Annual return | 10.13% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,061 | $3,100-1.3% | $4,672-34.5% | $2,755+11.1% |
| Participant deferral / active EE | $6,266 | $3,452+81.5% | $5,626+11.4% | $4,296+45.9% |
| Admin fee / account holder | $27,661 | $7,997+245.9% | $15,912+73.8% | $6,918+299.8% |