Filed April 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,053 | $56,484+66.5% | $169,463-44.5% | $64,186+46.5% |
| Participation rate | 57.4% | 64.5%-7.2pp | 77.8%-20.4pp | 69.6%-12.2pp |
| Annual return | -7.93% | -1.55%-6.4pp | 1.83%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,883 | $1,832+2.7% | $4,159-54.7% | $2,381-20.9% |
| Participant deferral / active EE | $5,469 | $3,448+58.6% | $5,277+3.7% | $3,470+57.6% |
| Admin fee / account holder | $6 | $4,174-99.9% | $9,109-99.9% | $4,888-99.9% |