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 | $114,730 | $86,929+32.0% | $102,423+12.0% | $80,856+41.9% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 0.00% | 18.88%-18.9pp | 29.32%-29.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $949 | $2,369-60.0% | $3,023-68.6% | $2,755-65.6% |
| Participant deferral / active EE | $2,630 | $4,118-36.1% | $5,053-48.0% | $4,296-38.8% |
| Admin fee / account holder | $6,574 | $8,049-18.3% | $9,451-30.4% | $6,918-5.0% |