Filed July 21, 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 | $44,224 | $54,350-18.6% | $82,719-46.5% | $68,494-35.4% |
| Participation rate | 54.9% | 63.9%-9.0pp | 72.6%-17.6pp | 67.9%-13.0pp |
| Annual return | -13.38% | -13.67%+0.3pp | 701.18%-714.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $318 | $2,218-85.7% | $3,009-89.4% | $2,596-87.7% |
| Participant deferral / active EE | $2,973 | $3,246-8.4% | $4,395-32.3% | $4,027-26.2% |
| Admin fee / account holder | $2,986 | $4,395-32.1% | $5,329-44.0% | $5,403-44.7% |