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 | $54,720 | $58,208-6.0% | $81,812-33.1% | $80,856-32.3% |
| Participation rate | 60.9% | 63.4%-2.5pp | 72.3%-11.5pp | 67.6%-6.8pp |
| Annual return | 30.92% | 41.66%-10.7pp | 773.79%-742.9pp | 35.59%-4.7pp |
| Employer contribution / active EE | $1,979 | $2,340-15.4% | $2,912-32.1% | $2,755-28.2% |
| Participant deferral / active EE | $4,139 | $3,281+26.2% | $4,319-4.2% | $4,296-3.6% |
| Admin fee / account holder | $2,058 | $4,981-58.7% | $7,386-72.1% | $6,918-70.3% |