Filed February 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,780 | $66,124-29.3% | $90,404-48.3% | $73,488-36.3% |
| Participation rate | 49.0% | 69.7%-20.7pp | 72.7%-23.7pp | 70.7%-21.7pp |
| Annual return | 11.14% | 17.65%-6.5pp | 1293.02%-1281.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,003 | $3,039-34.1% | $3,963-49.5% | $3,740-46.4% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |