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 | $162,359 | $201,272-19.3% | $184,203-11.9% | $145,922+11.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.51% | 29.00%-9.5pp | 28.81%-9.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,600 | $7,022-48.7% | $6,427-44.0% | $4,660-22.7% |
| Participant deferral / active EE | $34,650 | $9,806+253.4% | $9,131+279.5% | $6,688+418.1% |
| Admin fee / account holder | $18,850 | $16,364+15.2% | $13,901+35.6% | $13,397+40.7% |