Filed August 27, 2025 (most recent of 2 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 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.
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 | $32,926 | $88,083-62.6% | $164,813-80.0% | $74,495-55.8% |
| Participation rate | 50.8% | 73.0%-22.2pp | 78.6%-27.8pp | 67.2%-16.4pp |
| Annual return | 11.34% | 17.26%-5.9pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,055 | $2,593-59.3% | $4,341-75.7% | $2,623-59.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $10,564 | $2,234+373.0% | $12,690-16.8% | $1,942+444.1% |