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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,960,333 | $189,613+1988.6% | $167,512+2264.2% | $142,382+2681.5% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 6.68% | 2024.68%-2018.0pp | 1615.79%-1609.1pp | 217.08%-210.4pp |
| Employer contribution / active EE | $12,583 | $4,349+189.3% | $3,882+224.2% | $4,299+192.7% |
| Participant deferral / active EE | $10,333 | $6,981+48.0% | $6,405+61.3% | $6,507+58.8% |
| Admin fee / account holder | $1,839 | $10,528-82.5% | $9,769-81.2% | $12,624-85.4% |