Filed September 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,229 | $65,365-44.6% | $92,893-61.0% | $72,985-50.4% |
| Participation rate | 11.8% | 68.3%-56.5pp | 76.0%-64.2pp | 69.5%-57.7pp |
| Annual return | 36.18% | 42.10%-5.9pp | 109.41%-73.2pp | 81.00%-44.8pp |
| Employer contribution / active EE | $224 | $2,594-91.4% | $3,653-93.9% | $2,440-90.8% |
| Participant deferral / active EE | $659 | $3,128-78.9% | $4,236-84.5% | $3,607-81.7% |
| Admin fee / account holder | $17 | $4,251-99.6% | $5,794-99.7% | $5,124-99.7% |