Filed July 1, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,184 | $52,467-32.9% | $57,179-38.5% | $55,167-36.2% |
| Participation rate | 59.0% | 75.8%-16.9pp | 75.3%-16.4pp | 69.0%-10.0pp |
| Annual return | -4.52% | 7.72%-12.2pp | 14.59%-19.1pp | 169.23%-173.7pp |
| Employer contribution / active EE | $841 | $2,477-66.0% | $2,682-68.6% | $1,963-57.1% |
| Participant deferral / active EE | $2,613 | $2,830-7.7% | $3,096-15.6% | $3,054-14.4% |
| Admin fee / account holder | $152 | $269-43.5% | $3,139-95.2% | $504-69.8% |