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 | $173,166 | $70,756+144.7% | $65,493+164.4% | $142,382+21.6% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 12.77% | 1754.89%-1742.1pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $7,564 | $2,881+162.6% | $2,574+193.8% | $4,299+75.9% |
| Participant deferral / active EE | $2,901 | $4,637-37.4% | $3,961-26.8% | $6,507-55.4% |
| Admin fee / account holder | $649 | $6,559-90.1% | $5,028-87.1% | $12,624-94.9% |