Filed October 16, 2025 (most recent of 4 filings on file)
Total covered: 2 employees
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,356 | $81,632-28.5% | $70,449-17.2% | $158,922-63.3% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 15.81% | 208.40%-192.6pp | 109.03%-93.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $996 | $3,217-69.0% | $2,737-63.6% | $4,761-79.1% |
| Participant deferral / active EE | $3,802 | $4,554-16.5% | $3,709+2.5% | $5,982-36.4% |
| Admin fee / account holder | $50 | $6,193-99.2% | $3,845-98.7% | $11,246-99.6% |