Filed March 20, 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 | $29,108 | $60,795-52.1% | $69,455-58.1% | $65,185-55.3% |
| Participation rate | 38.3% | 74.9%-36.6pp | 74.6%-36.3pp | 70.2%-31.9pp |
| Annual return | 20.64% | 17.46%+3.2pp | 28.97%-8.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $685 | $2,452-72.1% | $2,779-75.3% | $2,177-68.5% |
| Participant deferral / active EE | $1,021 | $3,162-67.7% | $3,535-71.1% | $3,514-71.0% |
| Admin fee / account holder | $1,240 | $314+295.3% | $3,839-67.7% | $847+46.4% |