Filed June 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,994 | $44,989+195.6% | $170,442-22.0% | $77,958+70.6% |
| Participation rate | 67.0% | 64.6%+2.4pp | 83.6%-16.6pp | 71.6%-4.6pp |
| Annual return | 41.38% | 19.61%+21.8pp | 205.93%-164.5pp | 20.87%+20.5pp |
| Employer contribution / active EE | $871 | $1,466-40.6% | $5,433-84.0% | $2,310-62.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |