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 | $37,725 | $102,317-63.1% | $146,958-74.3% | $80,856-53.3% |
| Participation rate | 59.3% | 75.8%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,059 | $3,713-44.6% | $4,933-58.3% | $2,755-25.3% |
| Participant deferral / active EE | $4,785 | $6,644-28.0% | $8,070-40.7% | $4,296+11.4% |
| Admin fee / account holder | $518 | $7,941-93.5% | $12,998-96.0% | $6,918-92.5% |