Filed May 28, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,595 | $52,681-47.6% | $75,781-63.6% | $59,632-53.7% |
| Participation rate | 58.8% | 67.2%-8.4pp | 75.8%-17.0pp | 68.7%-9.8pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,529 | $2,193-30.3% | $3,323-54.0% | $2,203-30.6% |
| Participant deferral / active EE | $3,391 | $2,591+30.9% | $3,651-7.1% | $3,192+6.2% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |