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 | $123,973 | $183,519-32.4% | $155,509-20.3% | $145,922-15.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,516 | $5,313-71.5% | $4,672-67.5% | $4,660-67.5% |
| Participant deferral / active EE | $4,577 | $6,462-29.2% | $5,626-18.6% | $6,688-31.6% |
| Admin fee / account holder | $678 | $19,313-96.5% | $15,912-95.7% | $13,397-94.9% |