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 | $52,733 | $74,888-29.6% | $71,209-25.9% | $142,382-63.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 24.33% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $7,284 | $2,854+155.2% | $2,721+167.7% | $4,299+69.4% |
| Participant deferral / active EE | $22,223 | $4,454+398.9% | $4,175+432.3% | $6,507+241.5% |
| Admin fee / account holder | $868 | $5,568-84.4% | $5,349-83.8% | $12,624-93.1% |