Filed August 26, 2025
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant 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 | $4,285 | $94,031-95.4% | $115,768-96.3% | $82,448-94.8% |
| Participation rate | 89.1% | 70.4%+18.7pp | 74.4%+14.7pp | 68.1%+21.0pp |
| Annual return | 22.74% | 20.61%+2.1pp | 100.46%-77.7pp | 41.64%-18.9pp |
| Employer contribution / active EE | $912 | $2,323-60.7% | $2,940-69.0% | $2,551-64.2% |
| Participant deferral / active EE | $1,690 | $3,972-57.5% | $4,917-65.6% | $4,139-59.2% |
| Admin fee / account holder | $160 | $10,249-98.4% | $12,439-98.7% | $7,234-97.8% |