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.
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 | $17,915 | $59,839-70.1% | $81,983-78.1% | $79,858-77.6% |
| Participation rate | 50.7% | 61.6%-10.9pp | 69.2%-18.5pp | 69.6%-18.9pp |
| Annual return | 72.12% | 17.56%+54.6pp | 41.31%+30.8pp | 31.71%+40.4pp |
| Employer contribution / active EE | $612 | $1,713-64.3% | $2,498-75.5% | $2,471-75.2% |
| Participant deferral / active EE | $1,404 | $2,695-47.9% | $3,722-62.3% | $3,740-62.5% |
| Admin fee / account holder | $1,106 | $4,287-74.2% | $5,664-80.5% | $5,306-79.2% |