Filed May 7, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,351 | $94,625-32.0% | $116,228-44.6% | $84,808-24.1% |
| Participation rate | 9.7% | 70.4%-60.8pp | 74.6%-64.9pp | 68.3%-58.6pp |
| Annual return | 7.90% | 20.40%-12.5pp | 90.06%-82.2pp | 40.90%-33.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $841 | $3,972-78.8% | $4,953-83.0% | $4,212-80.0% |
| Admin fee / account holder | $3,050 | $10,091-69.8% | $11,989-74.6% | $7,344-58.5% |