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.
Participant 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 | $48,053 | $109,359-56.1% | $162,163-70.4% | $72,985-34.2% |
| Participation rate | 42.9% | 84.3%-41.4pp | 87.6%-44.7pp | 69.5%-26.6pp |
| Annual return | 19.27% | 25.46%-6.2pp | 115.59%-96.3pp | 81.00%-61.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,276 | $5,481-58.5% | $7,298-68.8% | $3,607-36.9% |
| Admin fee / account holder | $26,902 | $7,972+237.5% | $10,843+148.1% | $5,124+425.0% |