Filed May 19, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,293 | $55,002-3.1% | $59,878-11.0% | $56,287-5.3% |
| Participation rate | 44.0% | 75.9%-31.9pp | 74.7%-30.7pp | 69.9%-25.9pp |
| Annual return | 10.78% | 1.13%+9.6pp | 3.46%+7.3pp | -9.96%+20.7pp |
| Employer contribution / active EE | $999 | $2,448-59.2% | $2,722-63.3% | $2,111-52.7% |
| Participant deferral / active EE | $1,457 | $3,121-53.3% | $3,402-57.2% | $3,350-56.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |