Filed June 16, 2026
Total covered: 3,302 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,281 | $110,257+6.4% | $96,544+21.5% | $139,434-15.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 19.42% | 26.32%-6.9pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $7,020 | $3,620+94.0% | $2,965+136.8% | $4,751+47.8% |
| Participant deferral / active EE | $4,463 | $5,548-19.6% | $4,851-8.0% | $6,710-33.5% |
| Admin fee / account holder | $5,718 | $11,591-50.7% | $8,252-30.7% | $11,403-49.9% |