Filed October 29, 2025
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,333 | $60,892-79.7% | $82,389-85.0% | $84,808-85.5% |
| Participation rate | 60.6% | 63.3%-2.7pp | 69.5%-8.9pp | 68.3%-7.7pp |
| Annual return | 19.93% | 37.29%-17.4pp | 28.67%-8.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $720 | $1,779-59.5% | $2,517-71.4% | $2,631-72.6% |
| Participant deferral / active EE | $785 | $3,179-75.3% | $4,155-81.1% | $4,212-81.4% |
| Admin fee / account holder | $34 | $5,467-99.4% | $7,231-99.5% | $7,344-99.5% |