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 | $16,682 | $60,892-72.6% | $82,389-79.8% | $84,808-80.3% |
| Participation rate | 61.0% | 63.3%-2.3pp | 69.5%-8.6pp | 68.3%-7.3pp |
| Annual return | 18.96% | 37.29%-18.3pp | 28.67%-9.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,722 | $1,779-3.2% | $2,517-31.6% | $2,631-34.6% |
| Participant deferral / active EE | $2,603 | $3,179-18.1% | $4,155-37.3% | $4,212-38.2% |
| Admin fee / account holder | $682 | $5,467-87.5% | $7,231-90.6% | $7,344-90.7% |