Filed August 4, 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 5-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.
Employer 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 | $8,572 | $42,894-80.0% | $60,874-85.9% | $68,494-87.5% |
| Participation rate | 22.2% | 66.8%-44.6pp | 73.1%-50.9pp | 67.9%-45.7pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,981 | $2,867+4.0% | $3,817-21.9% | $4,027-26.0% |
| Admin fee / account holder | $130 | $3,101-95.8% | $3,224-96.0% | $5,403-97.6% |