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 | $25,777 | $81,248-68.3% | $155,509-83.4% | $80,856-68.1% |
| Participation rate | 51.5% | 66.2%-14.7pp | 78.2%-26.7pp | 67.6%-16.1pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,433 | $3,100+10.7% | $4,672-26.5% | $2,755+24.6% |
| Participant deferral / active EE | $1,157 | $3,452-66.5% | $5,626-79.4% | $4,296-73.1% |
| Admin fee / account holder | $321 | $7,997-96.0% | $15,912-98.0% | $6,918-95.4% |