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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,498 | $76,738-72.0% | $56,411-61.9% | $145,922-85.3% |
| Participation rate | 15.0% | 63.2%-48.2pp | 52.5%-37.5pp | 80.3%-65.3pp |
| Annual return | 2.72% | 2994.23%-2991.5pp | 1701.33%-1698.6pp | 561.29%-558.6pp |
| Employer contribution / active EE | $412 | $1,380-70.2% | $1,039-60.4% | $4,660-91.2% |
| Participant deferral / active EE | $1,561 | $2,623-40.5% | $1,952-20.0% | $6,688-76.7% |
| Admin fee / account holder | $1,303 | $3,334-60.9% | $2,829-53.9% | $13,397-90.3% |