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 | $27,497 | $81,460-66.2% | $103,333-73.4% | $80,856-66.0% |
| Participation rate | 31.9% | 66.8%-34.9pp | 74.5%-42.6pp | 67.6%-35.7pp |
| Annual return | 6.97% | 25.55%-18.6pp | 24.88%-17.9pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,438 | $3,105-53.7% | $3,868-62.8% | $2,755-47.8% |
| Participant deferral / active EE | $3,785 | $3,869-2.2% | $5,057-25.2% | $4,296-11.9% |
| Admin fee / account holder | $3,641 | $6,566-44.5% | $8,355-56.4% | $6,918-47.4% |