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 | $13,548 | $29,660-54.3% | $56,411-76.0% | $80,856-83.2% |
| Participation rate | 23.8% | 41.6%-17.8pp | 52.5%-28.7pp | 67.6%-43.8pp |
| Annual return | 21.10% | 35.23%-14.1pp | 1701.33%-1680.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $517 | $669-22.7% | $1,039-50.2% | $2,755-81.2% |
| Participant deferral / active EE | $1,246 | $1,226+1.6% | $1,952-36.2% | $4,296-71.0% |
| Admin fee / account holder | $1,032 | $2,428-57.5% | $2,829-63.5% | $6,918-85.1% |