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 | $9,787 | $70,606-86.1% | $53,898-81.8% | $142,382-93.1% |
| Participation rate | 40.9% | 63.7%-22.8pp | 55.0%-14.1pp | 80.1%-39.2pp |
| Annual return | 22.56% | 619.81%-597.2pp | 528.60%-506.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $554 | $1,202-54.0% | $932-40.6% | $4,299-87.1% |
| Participant deferral / active EE | $1,570 | $2,364-33.6% | $1,826-14.0% | $6,507-75.9% |
| Admin fee / account holder | $2,533 | $2,852-11.2% | $2,491+1.7% | $12,624-79.9% |