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.
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 | $11,840 | $48,795-75.7% | $65,493-81.9% | $84,808-86.0% |
| Participation rate | 14.5% | 67.0%-52.5pp | 73.1%-58.6pp | 68.3%-53.8pp |
| Annual return | 16.56% | 20.20%-3.6pp | 982.45%-965.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $343 | $1,930-82.2% | $2,574-86.7% | $2,631-87.0% |
| Participant deferral / active EE | $588 | $2,928-79.9% | $3,961-85.2% | $4,212-86.0% |
| Admin fee / account holder | $873 | $3,877-77.5% | $5,028-82.6% | $7,344-88.1% |