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 | $121,360 | $179,726-32.5% | $156,263-22.3% | $142,382-14.8% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.9%-34.5pp | 80.1%-35.7pp |
| Annual return | 5.63% | 77.86%-72.2pp | 59.47%-53.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,066 | $5,069-59.2% | $4,333-52.3% | $4,299-51.9% |
| Participant deferral / active EE | $3,153 | $6,956-54.7% | $6,158-48.8% | $6,507-51.6% |
| Admin fee / account holder | $106,822 | $17,272+518.5% | $14,255+649.4% | $12,624+746.2% |