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 | $18,479 | $64,839-71.5% | $95,585-80.7% | $84,808-78.2% |
| Participation rate | 63.6% | 63.8%-0.2pp | 72.1%-8.4pp | 68.3%-4.7pp |
| Annual return | 24.69% | -670.96%+695.6pp | 38.56%-13.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $2,184 | $1,759+24.2% | $2,527-13.5% | $2,631-17.0% |
| Participant deferral / active EE | $2,740 | $2,965-7.6% | $4,023-31.9% | $4,212-34.9% |
| Admin fee / account holder | $447 | $5,964-92.5% | $6,127-92.7% | $7,344-93.9% |