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 | $24,150 | $30,400-20.6% | $53,898-55.2% | $84,808-71.5% |
| Participation rate | 13.9% | 46.4%-32.6pp | 55.0%-41.1pp | 68.3%-54.4pp |
| Annual return | 17.15% | 500.19%-483.0pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $94 | $603-84.3% | $932-89.9% | $2,631-96.4% |
| Participant deferral / active EE | $537 | $1,199-55.2% | $1,826-70.6% | $4,212-87.2% |
| Admin fee / account holder | $3,858 | $1,993+93.5% | $2,491+54.9% | $7,344-47.5% |