Filed January 28, 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 | $136,390 | $86,286+58.1% | $111,297+22.5% | $85,850+58.9% |
| Participation rate | 62.7% | 73.3%-10.6pp | 77.3%-14.6pp | 69.3%-6.6pp |
| Annual return | 13.56% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,703 | $3,641+56.6% | $4,487+27.1% | $3,952+44.3% |
| Admin fee / account holder | $1,587 | $8,188-80.6% | $7,964-80.1% | $6,260-74.6% |