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 | $105,467 | $117,841-10.5% | $102,423+3.0% | $145,922-27.7% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 14.60% | 31.65%-17.1pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,235 | $3,615-65.8% | $3,023-59.2% | $4,660-73.5% |
| Participant deferral / active EE | $3,178 | $5,731-44.5% | $5,053-37.1% | $6,688-52.5% |
| Admin fee / account holder | $2,187 | $13,326-83.6% | $9,451-76.9% | $13,397-83.7% |