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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $183,856 | $183,519+0.2% | $155,509+18.2% | $145,922+26.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.25% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $818 | $5,313-84.6% | $4,672-82.5% | $4,660-82.5% |
| Participant deferral / active EE | $2,547 | $6,462-60.6% | $5,626-54.7% | $6,688-61.9% |
| Admin fee / account holder | $707 | $19,313-96.3% | $15,912-95.6% | $13,397-94.7% |