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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,446 | $65,409-33.6% | $98,442-55.9% | $85,850-49.4% |
| Participation rate | 17.0% | 65.0%-48.0pp | 73.3%-56.3pp | 69.3%-52.3pp |
| Annual return | 9.55% | 21.76%-12.2pp | 1492.73%-1483.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $245 | $2,168-88.7% | $2,960-91.7% | $2,565-90.4% |
| Participant deferral / active EE | $343 | $3,166-89.2% | $4,276-92.0% | $3,952-91.3% |
| Admin fee / account holder | $3,123 | $4,593-32.0% | $5,949-47.5% | $6,260-50.1% |