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 | $54,881 | $114,381-52.0% | $107,525-49.0% | $142,382-61.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 23.75% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,044 | $4,015-74.0% | $3,754-72.2% | $4,299-75.7% |
| Participant deferral / active EE | $15,667 | $5,564+181.6% | $5,116+206.3% | $6,507+140.8% |
| Admin fee / account holder | $481 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |