Filed February 10, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,657 | $53,127-36.6% | $86,590-61.1% | $70,131-52.0% |
| Participation rate | 22.2% | 65.3%-43.1pp | 73.5%-51.3pp | 69.5%-47.3pp |
| Annual return | 18.02% | 27.66%-9.6pp | 964.84%-946.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $115 | $2,068-94.5% | $2,839-96.0% | $2,342-95.1% |
| Participant deferral / active EE | $1,180 | $2,696-56.2% | $3,609-67.3% | $3,332-64.6% |
| Admin fee / account holder | $44 | $3,585-98.8% | $4,906-99.1% | $4,645-99.1% |