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 | $43,021 | $69,010-37.7% | $159,960-73.1% | $68,494-37.2% |
| Participation rate | 42.1% | 65.4%-23.3pp | 78.0%-35.8pp | 67.9%-25.8pp |
| Annual return | -16.67% | -9.65%-7.0pp | 408.60%-425.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,402 | $2,213-36.6% | $4,226-66.8% | $2,596-46.0% |
| Participant deferral / active EE | $2,059 | $4,212-51.1% | $6,182-66.7% | $4,027-48.9% |
| Admin fee / account holder | $3,705 | $4,798-22.8% | $8,698-57.4% | $5,403-31.4% |