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 | $60,665 | $60,989-0.5% | $60,874-0.3% | $66,914-9.3% |
| Participation rate | 41.9% | 74.5%-32.6pp | 73.1%-31.2pp | 69.8%-27.9pp |
| Annual return | -8.20% | -9.60%+1.4pp | 16.90%-25.1pp | 1.58%-9.8pp |
| Employer contribution / active EE | $943 | $2,661-64.5% | $2,701-65.1% | $2,544-62.9% |
| Participant deferral / active EE | $1,669 | $3,615-53.8% | $3,817-56.3% | $4,237-60.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |