Filed December 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,468 | $94,625-72.0% | $116,228-77.2% | $84,808-68.8% |
| Participation rate | 34.4% | 70.4%-36.1pp | 74.6%-40.2pp | 68.3%-33.9pp |
| Annual return | 5.97% | 20.40%-14.4pp | 90.06%-84.1pp | 40.90%-34.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $807 | $3,972-79.7% | $4,953-83.7% | $4,212-80.8% |
| Admin fee / account holder | $17,364 | $10,091+72.1% | $11,989+44.8% | $7,344+136.4% |