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 | $64,471 | $55,415+16.3% | $155,509-58.5% | $74,495-13.5% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.6pp | 67.2%-10.7pp |
| Annual return | 10.46% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,990 | $2,267-12.2% | $4,672-57.4% | $2,623-24.1% |
| Participant deferral / active EE | $3,827 | $2,836+34.9% | $5,626-32.0% | $4,346-11.9% |
| Admin fee / account holder | $2,211 | $1,738+27.2% | $15,912-86.1% | $1,942+13.8% |