Filed September 14, 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.
Employer 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 | $98,533 | $55,453+77.7% | $170,442-42.2% | $62,292+58.2% |
| Participation rate | 39.1% | 66.4%-27.3pp | 83.6%-44.5pp | 69.5%-30.4pp |
| Annual return | 14.33% | 21.38%-7.0pp | 205.93%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $84 | $2,164-96.1% | $5,433-98.5% | $2,042-95.9% |
| Participant deferral / active EE | $2,161 | $2,303-6.2% | $4,939-56.2% | $3,169-31.8% |
| Admin fee / account holder | $5,733 | $455+1159.9% | $13,880-58.7% | $479+1096.1% |