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 | $17,284 | $88,751-80.5% | $81,812-78.9% | $145,922-88.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.3%-25.7pp | 80.3%-33.6pp |
| Annual return | 14.12% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,480 | $3,083-52.0% | $2,912-49.2% | $4,660-68.2% |
| Participant deferral / active EE | $2,906 | $4,643-37.4% | $4,319-32.7% | $6,688-56.6% |
| Admin fee / account holder | $7,196 | $8,415-14.5% | $7,386-2.6% | $13,397-46.3% |