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 | $98,000 | $95,266+2.9% | $82,389+18.9% | $142,382-31.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 0.00% | 25.74%-25.7pp | 28.67%-28.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $59,716 | $2,991+1896.4% | $2,517+2272.5% | $4,299+1289.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $18,001 | $8,563+110.2% | $7,231+148.9% | $12,624+42.6% |