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 | $21,120 | $183,519-88.5% | $155,509-86.4% | $145,922-85.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 182.89% | 61.17%+121.7pp | 64.67%+118.2pp | 561.29%-378.4pp |
| Employer contribution / active EE | $1,252 | $5,313-76.4% | $4,672-73.2% | $4,660-73.1% |
| Participant deferral / active EE | $5,778 | $6,462-10.6% | $5,626+2.7% | $6,688-13.6% |
| Admin fee / account holder | $302 | $19,313-98.4% | $15,912-98.1% | $13,397-97.7% |