Filed January 29, 2025 (most recent of 3 filings on file)
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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $7,851 | $60,124-86.9% | $90,404-91.3% | $79,858-90.2% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 10.06% | 71.94%-61.9pp | 1293.02%-1283.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $939 | $2,068-54.6% | $3,262-71.2% | $2,471-62.0% |
| Participant deferral / active EE | $1,129 | $2,938-61.6% | $3,963-71.5% | $3,740-69.8% |
| Admin fee / account holder | $2,726 | $3,976-31.4% | $5,611-51.4% | $5,306-48.6% |