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 | $102,125 | $177,572-42.5% | $154,803-34.0% | $142,382-28.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 521.26% | 65.07%+456.2pp | 58.88%+462.4pp | 217.08%+304.2pp |
| Employer contribution / active EE | $1,342 | $4,810-72.1% | $4,305-68.8% | $4,299-68.8% |
| Participant deferral / active EE | $6,914 | $6,272+10.2% | $5,540+24.8% | $6,507+6.3% |
| Admin fee / account holder | $742 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |