Filed January 20, 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 4-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,824 | $183,592-77.8% | $155,567-73.8% | $145,959-72.0% |
| Participation rate | 5.9% | 82.7%-76.8pp | 78.2%-72.3pp | 80.3%-74.4pp |
| Annual return | 15.72% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,353 | $6,464-79.1% | $5,628-76.0% | $6,689-79.8% |
| Admin fee / account holder | $5,968 | $19,318-69.1% | $15,916-62.5% | $13,398-55.5% |