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 | $32,024 | $183,519-82.5% | $155,509-79.4% | $145,922-78.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 24.77% | 61.17%-36.4pp | 64.67%-39.9pp | 561.29%-536.5pp |
| Employer contribution / active EE | $4,711 | $5,313-11.3% | $4,672+0.8% | $4,660+1.1% |
| Participant deferral / active EE | $2,588 | $6,462-59.9% | $5,626-54.0% | $6,688-61.3% |
| Admin fee / account holder | $325 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |