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 | $11,147 | $30,400-63.3% | $53,898-79.3% | $84,808-86.9% |
| Participation rate | 20.9% | 46.4%-25.5pp | 55.0%-34.1pp | 68.3%-47.4pp |
| Annual return | 26.86% | 500.19%-473.3pp | 528.60%-501.7pp | 40.90%-14.0pp |
| Employer contribution / active EE | $457 | $603-24.3% | $932-51.0% | $2,631-82.6% |
| Participant deferral / active EE | $739 | $1,199-38.3% | $1,826-59.5% | $4,212-82.5% |
| Admin fee / account holder | $342 | $1,993-82.8% | $2,491-86.3% | $7,344-95.3% |