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 | $13,146 | $111,754-88.2% | $103,333-87.3% | $145,922-91.0% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 17.86% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,087 | $4,212-50.4% | $3,868-46.0% | $4,660-55.2% |
| Participant deferral / active EE | $2,377 | $5,619-57.7% | $5,057-53.0% | $6,688-64.5% |
| Admin fee / account holder | $417 | $9,750-95.7% | $8,355-95.0% | $13,397-96.9% |