Filed January 13, 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 | $59,359 | $94,529-37.2% | $140,016-57.6% | $64,186-7.5% |
| Participation rate | 42.9% | 84.1%-41.2pp | 87.5%-44.6pp | 69.6%-26.7pp |
| Annual return | 29.50% | 7.77%+21.7pp | 651.12%-621.6pp | 7.63%+21.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,483 | $5,250-52.7% | $6,927-64.2% | $3,470-28.4% |
| Admin fee / account holder | $8,634 | $6,741+28.1% | $10,705-19.3% | $4,888+76.6% |