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 | $17,858 | $159,901-88.8% | $146,958-87.8% | $145,922-87.8% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 13.67% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,718 | $5,286-67.5% | $4,933-65.2% | $4,660-63.1% |
| Participant deferral / active EE | $3,146 | $8,428-62.7% | $8,070-61.0% | $6,688-53.0% |
| Admin fee / account holder | $620 | $15,044-95.9% | $12,998-95.2% | $13,397-95.4% |