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 | $202,787 | $127,065+59.6% | $113,168+79.2% | $142,382+42.4% |
| Participation rate | 52.9% | 79.2%-26.3pp | 76.6%-23.6pp | 80.1%-27.2pp |
| Annual return | 7.77% | 24.03%-16.3pp | 24.27%-16.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $830 | $3,442-75.9% | $2,975-72.1% | $4,299-80.7% |
| Participant deferral / active EE | $3,215 | $5,716-43.8% | $5,107-37.0% | $6,507-50.6% |
| Admin fee / account holder | $54,478 | $15,736+246.2% | $12,068+351.4% | $12,624+331.6% |