Filed July 27, 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 9-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.)
Annual investment return 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 | $7,475 | $62,586-88.1% | $76,768-90.3% | $64,186-88.4% |
| Participation rate | 27.8% | 72.8%-45.0pp | 77.0%-49.1pp | 69.6%-41.7pp |
| Annual return | -10.10% | -1.95%-8.2pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,297 | $3,145-58.8% | $3,852-66.3% | $3,470-62.6% |
| Admin fee / account holder | $807 | $4,667-82.7% | $6,675-87.9% | $4,888-83.5% |