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 | $37,713 | $78,926-52.2% | $136,749-72.4% | $84,808-55.5% |
| Participation rate | 42.5% | 62.2%-19.7pp | 72.1%-29.6pp | 68.3%-25.8pp |
| Annual return | 9.16% | 18.17%-9.0pp | 24.33%-15.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,145 | $2,134-46.4% | $3,400-66.3% | $2,631-56.5% |
| Participant deferral / active EE | $2,216 | $3,168-30.1% | $4,692-52.8% | $4,212-47.4% |
| Admin fee / account holder | $2,362 | $6,369-62.9% | $11,386-79.3% | $7,344-67.8% |