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 | $51,615 | $92,055-43.9% | $106,213-51.4% | $77,643-33.5% |
| Participation rate | 64.6% | 81.0%-16.4pp | 75.3%-10.7pp | 70.6%-6.0pp |
| Annual return | 272.55% | 17.91%+254.6pp | 116.14%+156.4pp | 31.24%+241.3pp |
| Employer contribution / active EE | $1,763 | $3,367-47.6% | $3,171-44.4% | $2,726-35.3% |
| Participant deferral / active EE | $2,605 | $5,386-51.6% | $5,016-48.1% | $4,647-43.9% |
| Admin fee / account holder | $3,468 | $219+1483.4% | $11,033-68.6% | $430+705.8% |