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 | $70,564 | $83,902-15.9% | $167,512-57.9% | $84,808-16.8% |
| Participation rate | 45.5% | 66.5%-21.0pp | 77.1%-31.6pp | 68.3%-22.9pp |
| Annual return | 14.41% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,936 | $4,442-56.4% | $6,405-69.8% | $4,212-54.0% |
| Admin fee / account holder | $14,017 | $7,915+77.1% | $9,769+43.5% | $7,344+90.9% |