Filed November 13, 2025 (most recent of 5 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.
Employer 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 | $129,629 | $102,553+26.4% | $151,611-14.5% | $66,914+93.7% |
| Participation rate | 67.6% | 85.5%-17.9pp | 87.5%-19.9pp | 69.8%-2.2pp |
| Annual return | -14.12% | -10.82%-3.3pp | 3.33%-17.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,239 | $4,180-70.4% | $6,166-79.9% | $2,544-51.3% |
| Participant deferral / active EE | $5,075 | $6,641-23.6% | $8,363-39.3% | $4,237+19.8% |
| Admin fee / account holder | $36 | $630-94.3% | $11,616-99.7% | $593-93.9% |