Filed April 9, 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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,436 | $95,274-97.4% | $135,903-98.2% | $74,419-96.7% |
| Participation rate | 83.9% | 78.2%+5.7pp | 81.9%+2.0pp | 70.7%+13.2pp |
| Annual return | 14.62% | 32.77%-18.1pp | 68.23%-53.6pp | 34.38%-19.8pp |
| Employer contribution / active EE | $559 | $3,874-85.6% | $4,856-88.5% | $2,637-78.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $266-99.7% | $10,762-100.0% | $348-99.8% |