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.
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 | $43,727 | $54,762-20.2% | $90,281-51.6% | $72,985-40.1% |
| Participation rate | 11.8% | 65.1%-53.4pp | 73.3%-61.5pp | 69.5%-57.7pp |
| Annual return | 19.92% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $76 | $2,092-96.4% | $2,854-97.3% | $2,440-96.9% |
| Participant deferral / active EE | $967 | $2,887-66.5% | $3,885-75.1% | $3,607-73.2% |
| Admin fee / account holder | $310 | $3,972-92.2% | $5,351-94.2% | $5,124-94.0% |