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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,818 | $88,751-76.5% | $81,812-74.6% | $145,922-85.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 8.79% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $898 | $3,083-70.9% | $2,912-69.2% | $4,660-80.7% |
| Participant deferral / active EE | $1,187 | $4,643-74.4% | $4,319-72.5% | $6,688-82.3% |
| Admin fee / account holder | $34,841 | $8,415+314.0% | $7,386+371.7% | $13,397+160.1% |