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 | $202,889 | $111,754+81.6% | $103,333+96.3% | $145,922+39.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 11.82% | 24.77%-12.9pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,523 | $4,212-63.8% | $3,868-60.6% | $4,660-67.3% |
| Participant deferral / active EE | $4,904 | $5,619-12.7% | $5,057-3.0% | $6,688-26.7% |
| Admin fee / account holder | $1,943 | $9,750-80.1% | $8,355-76.7% | $13,397-85.5% |