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 | $44,507 | $71,829-38.0% | $69,780-36.2% | $142,382-68.7% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.3%-12.6pp | 80.1%-13.5pp |
| Annual return | 15.23% | 31.01%-15.8pp | 26.31%-11.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,588 | $4,385-41.0% | $4,168-37.9% | $4,299-39.8% |
| Participant deferral / active EE | $4,433 | $6,819-35.0% | $6,164-28.1% | $6,507-31.9% |
| Admin fee / account holder | $8,368 | $7,818+7.0% | $7,285+14.9% | $12,624-33.7% |