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 | $115,061 | $177,572-35.2% | $154,803-25.7% | $142,382-19.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 23.20% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $8,160 | $4,810+69.6% | $4,305+89.5% | $4,299+89.8% |
| Participant deferral / active EE | $9,113 | $6,272+45.3% | $5,540+64.5% | $6,507+40.0% |
| Admin fee / account holder | $887 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |