Filed July 1, 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 4-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.
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 | $6,116 | $46,553-86.9% | $64,056-90.5% | $75,163-91.9% |
| Participation rate | 14.3% | 65.9%-51.7pp | 72.3%-58.0pp | 67.2%-52.9pp |
| Annual return | 68.04% | 26.03%+42.0pp | 33.69%+34.4pp | 160.62%-92.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $385 | $2,837-86.4% | $3,880-90.1% | $4,125-90.7% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |