See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $9,234 | $80,717-88.6% | $154,803-94.0% | $84,808-89.1% |
| Participation rate | 58.3% | 66.8%-8.5pp | 78.1%-19.7pp | 68.3%-10.0pp |
| Annual return | 108.58% | 37.96%+70.6pp | 58.88%+49.7pp | 40.90%+67.7pp |
| Employer contribution / active EE | $593 | $2,761-78.5% | $4,305-86.2% | $2,631-77.5% |
| Participant deferral / active EE | $2,682 | $3,303-18.8% | $5,540-51.6% | $4,212-36.3% |
| Admin fee / account holder | $3,437 | $6,746-49.0% | $14,329-76.0% | $7,344-53.2% |