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 | $33,225 | $158,398-79.0% | $126,539-73.7% | $142,382-76.7% |
| Participation rate | 6.7% | 75.8%-69.1pp | 69.8%-63.2pp | 80.1%-73.5pp |
| Annual return | 0.00% | 593.76%-593.8pp | 425.95%-425.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $667 | $4,650-85.7% | $3,674-81.9% | $4,299-84.5% |
| Participant deferral / active EE | $1,522 | $4,767-68.1% | $4,083-62.7% | $6,507-76.6% |
| Admin fee / account holder | $882 | $6,918-87.3% | $6,065-85.5% | $12,624-93.0% |