Filed July 14, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,998 | $49,280-89.9% | $67,313-92.6% | $64,186-92.2% |
| Participation rate | 46.7% | 60.8%-14.1pp | 69.1%-22.4pp | 69.6%-22.9pp |
| Annual return | -22.17% | -1.39%-20.8pp | -4.08%-18.1pp | 7.63%-29.8pp |
| Employer contribution / active EE | $573 | $1,668-65.6% | $2,566-77.7% | $2,381-75.9% |
| Participant deferral / active EE | $1,118 | $2,484-55.0% | $3,568-68.7% | $3,470-67.8% |
| Admin fee / account holder | $164 | $3,863-95.7% | $4,507-96.4% | $4,888-96.6% |