Filed October 2, 2025 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $148,978-100.0% | $200,582-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 86.9%-86.9pp | 68.3%-68.3pp |
| Annual return | 24.20% | 28.16%-4.0pp | 42.33%-18.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $4,600 | $4,815-4.5% | $6,419-28.3% | $2,631+74.8% |
| Participant deferral / active EE | $3,041 | $7,142-57.4% | $9,331-67.4% | $4,212-27.8% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |