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 | $97,594 | $71,050+37.4% | $93,606+4.3% | $80,856+20.7% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.1pp | 67.6%-26.0pp |
| Annual return | 7.66% | 11.26%-3.6pp | 133.20%-125.5pp | 35.59%-27.9pp |
| Employer contribution / active EE | $459 | $1,564-70.7% | $2,420-81.0% | $2,755-83.4% |
| Participant deferral / active EE | $3,691 | $4,034-8.5% | $4,411-16.3% | $4,296-14.1% |
| Admin fee / account holder | $13,164 | $6,945+89.5% | $8,285+58.9% | $6,918+90.3% |