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 | $29,828 | $127,065-76.5% | $113,168-73.6% | $142,382-79.1% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 37.11% | 24.03%+13.1pp | 24.27%+12.8pp | 217.08%-180.0pp |
| Employer contribution / active EE | $3,578 | $3,442+4.0% | $2,975+20.3% | $4,299-16.8% |
| Participant deferral / active EE | $10,598 | $5,716+85.4% | $5,107+107.5% | $6,507+62.9% |
| Admin fee / account holder | $560 | $15,736-96.4% | $12,068-95.4% | $12,624-95.6% |