Filed August 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,535 | $183,963-65.5% | $162,163-60.8% | $152,861-58.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 18.33% | 150.76%-132.4pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,178 | $6,371-81.5% | $5,614-79.0% | $4,762-75.3% |
| Participant deferral / active EE | $1,862 | $8,034-76.8% | $7,298-74.5% | $5,850-68.2% |
| Admin fee / account holder | $14 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |