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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,861 | $86,929+85.0% | $102,423+57.1% | $80,856+98.9% |
| Participation rate | 57.5% | 72.4%-14.9pp | 76.5%-19.0pp | 67.6%-10.1pp |
| Annual return | 9.41% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,170 | $2,369-8.4% | $3,023-28.2% | $2,755-21.2% |
| Participant deferral / active EE | $5,168 | $4,118+25.5% | $5,053+2.3% | $4,296+20.3% |
| Admin fee / account holder | $47,337 | $8,049+488.1% | $9,451+400.9% | $6,918+584.3% |