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 | $91,486 | $86,944+5.2% | $107,525-14.9% | $74,304+23.1% |
| Participation rate | 66.0% | 59.6%+6.4pp | 75.1%-9.1pp | 60.3%+5.7pp |
| Annual return | 9.89% | 23.52%-13.6pp | 181.32%-171.4pp | 29.43%-19.5pp |
| Employer contribution / active EE | $3,038 | $2,757+10.2% | $3,754-19.1% | $2,241+35.5% |
| Participant deferral / active EE | $6,164 | $3,554+73.4% | $5,116+20.5% | $3,767+63.6% |
| Admin fee / account holder | $9,416 | $3,727+152.7% | $8,919+5.6% | $2,969+217.2% |