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 | $23,831 | $67,984-64.9% | $65,493-63.6% | $74,304-67.9% |
| Participation rate | 31.3% | 66.3%-35.0pp | 73.1%-41.8pp | 60.3%-29.1pp |
| Annual return | 17.94% | 19.87%-1.9pp | 982.45%-964.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,599 | $3,346-52.2% | $3,961-59.6% | $3,767-57.6% |
| Admin fee / account holder | $1,809 | $1,373+31.8% | $5,028-64.0% | $2,969-39.1% |