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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,793 | $57,281-75.9% | $86,612-84.1% | $75,163-81.6% |
| Participation rate | 38.1% | 63.2%-25.1pp | 71.7%-33.6pp | 67.2%-29.1pp |
| Annual return | 16.23% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.4pp |
| Employer contribution / active EE | $610 | $2,314-73.7% | $3,022-79.8% | $2,670-77.2% |
| Participant deferral / active EE | $743 | $3,318-77.6% | $4,438-83.3% | $4,125-82.0% |
| Admin fee / account holder | $1,385 | $4,112-66.3% | $5,614-75.3% | $5,651-75.5% |