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 | $84,345 | $177,572-52.5% | $154,803-45.5% | $142,382-40.8% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.1%-48.1pp | 80.1%-50.1pp |
| Annual return | 14.37% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,828 | $4,810-41.2% | $4,305-34.3% | $4,299-34.2% |
| Participant deferral / active EE | $8,925 | $6,272+42.3% | $5,540+61.1% | $6,507+37.2% |
| Admin fee / account holder | $508 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |