Filed July 22, 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 | $53,309 | $97,757-45.5% | $83,848-36.4% | $135,375-60.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.33% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,506 | $4,222-64.3% | $3,631-58.5% | $4,779-68.5% |
| Participant deferral / active EE | $2,670 | $4,682-43.0% | $4,082-34.6% | $5,609-52.4% |
| Admin fee / account holder | $245 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |