Filed April 17, 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 | $75,284 | $78,672-4.3% | $109,143-31.0% | $85,850-12.3% |
| Participation rate | 31.5% | 68.3%-36.8pp | 75.9%-44.4pp | 69.3%-37.8pp |
| Annual return | 13.19% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $185 | $2,735-93.2% | $3,722-95.0% | $2,565-92.8% |
| Participant deferral / active EE | $2,000 | $3,467-42.3% | $4,653-57.0% | $3,952-49.4% |
| Admin fee / account holder | $970 | $5,469-82.3% | $6,752-85.6% | $6,260-84.5% |