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 | $18,369 | $85,006-78.4% | $76,190-75.9% | $145,922-87.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.3%-12.6pp | 80.3%-13.6pp |
| Annual return | 15.41% | 13.11%+2.3pp | 13.78%+1.6pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,038 | $5,265-61.3% | $4,578-55.5% | $4,660-56.3% |
| Participant deferral / active EE | $4,036 | $6,392-36.9% | $5,474-26.3% | $6,688-39.7% |
| Admin fee / account holder | $2,510 | $5,760-56.4% | $5,123-51.0% | $13,397-81.3% |