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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,812 | $106,584-68.3% | $101,326-66.6% | $142,382-76.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 4.77% | 36.93%-32.2pp | 36.82%-32.0pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,981 | $3,956-49.9% | $3,665-46.0% | $4,299-53.9% |
| Participant deferral / active EE | $8,162 | $8,297-1.6% | $7,994+2.1% | $6,507+25.4% |
| Admin fee / account holder | $643 | $11,446-94.4% | $11,185-94.3% | $12,624-94.9% |