Filed August 24, 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 | $48,423 | $56,484-14.3% | $169,463-71.4% | $64,186-24.6% |
| Participation rate | 46.0% | 64.5%-18.5pp | 77.8%-31.8pp | 69.6%-23.6pp |
| Annual return | -8.08% | -1.55%-6.5pp | 1.83%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,696 | $1,832-7.5% | $4,159-59.2% | $2,381-28.8% |
| Participant deferral / active EE | $3,315 | $3,448-3.8% | $5,277-37.2% | $3,470-4.4% |
| Admin fee / account holder | $1,694 | $4,174-59.4% | $9,109-81.4% | $4,888-65.3% |