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 | $40,023 | $96,484-58.5% | $156,263-74.4% | $74,304-46.1% |
| Participation rate | 42.3% | 67.7%-25.3pp | 78.9%-36.6pp | 60.3%-18.0pp |
| Annual return | 36.33% | 17.73%+18.6pp | 59.47%-23.1pp | 29.43%+6.9pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,402 | $4,286+2.7% | $6,158-28.5% | $3,767+16.9% |
| Admin fee / account holder | $605 | $3,728-83.8% | $14,255-95.8% | $2,969-79.6% |