Filed July 22, 2026 (most recent of 3 filings on file)
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.
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 | $11,559 | $70,667-83.6% | $123,104-90.6% | $52,331-77.9% |
| Participation rate | 19.0% | 83.7%-64.7pp | 86.8%-67.7pp | 68.1%-49.1pp |
| Annual return | 0.06% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $193 | $4,493-95.7% | $6,230-96.9% | $3,022-93.6% |
| Admin fee / account holder | $235 | $506-53.7% | $9,015-97.4% | $592-60.3% |