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.
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 | $113,584 | $71,883+58.0% | $86,677+31.0% | $68,494+65.8% |
| Participation rate | 64.2% | 72.2%-8.1pp | 76.6%-12.4pp | 67.9%-3.7pp |
| Annual return | -18.85% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,966 | $3,779+57.9% | $4,656+28.1% | $4,027+48.1% |
| Admin fee / account holder | $6,934 | $6,112+13.5% | $7,493-7.5% | $5,403+28.3% |