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 | $72,994 | $71,050+2.7% | $93,606-22.0% | $80,856-9.7% |
| Participation rate | 69.4% | 60.4%+9.0pp | 68.7%+0.7pp | 67.6%+1.8pp |
| Annual return | 12.95% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,382 | $1,564+52.3% | $2,420-1.6% | $2,755-13.5% |
| Participant deferral / active EE | $4,087 | $4,034+1.3% | $4,411-7.3% | $4,296-4.9% |
| Admin fee / account holder | $4,493 | $6,945-35.3% | $8,285-45.8% | $6,918-35.1% |