Filed December 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,123 | $75,828-85.3% | $147,614-92.5% | $59,632-81.3% |
| Participation rate | 56.0% | 71.6%-15.6pp | 84.6%-28.6pp | 68.7%-12.7pp |
| Annual return | -3.01% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $785 | $3,485-77.5% | $5,564-85.9% | $2,203-64.4% |
| Participant deferral / active EE | $1,796 | $3,130-42.6% | $4,895-63.3% | $3,192-43.7% |
| Admin fee / account holder | $286 | $5,985-95.2% | $11,611-97.5% | $4,297-93.3% |