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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,571 | $189,613-32.2% | $167,512-23.2% | $142,382-9.7% |
| Participation rate | 44.4% | 80.1%-35.7pp | 77.1%-32.6pp | 80.1%-35.7pp |
| Annual return | 17.25% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $704 | $4,349-83.8% | $3,882-81.9% | $4,299-83.6% |
| Participant deferral / active EE | $959 | $6,981-86.3% | $6,405-85.0% | $6,507-85.3% |
| Admin fee / account holder | $433 | $10,528-95.9% | $9,769-95.6% | $12,624-96.6% |