Filed March 6, 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 6-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.
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 | $12,571 | $58,879-78.6% | $178,490-93.0% | $73,488-82.9% |
| Participation rate | 11.8% | 66.2%-54.4pp | 81.9%-70.1pp | 70.7%-58.9pp |
| Annual return | 7868.19% | 24.86%+7843.3pp | 151.07%+7717.1pp | 28.51%+7839.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $440 | $2,567-82.9% | $5,202-91.5% | $3,740-88.2% |
| Admin fee / account holder | $209 | $400-47.8% | $13,984-98.5% | $513-59.3% |