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 | $14,868 | $107,452-86.2% | $91,541-83.8% | $142,382-89.6% |
| Participation rate | 35.7% | 75.1%-39.4pp | 69.8%-34.1pp | 80.1%-44.4pp |
| Annual return | 13.67% | 22.06%-8.4pp | 20.50%-6.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $529 | $2,994-82.3% | $2,505-78.9% | $4,299-87.7% |
| Participant deferral / active EE | $1,291 | $4,754-72.8% | $4,008-67.8% | $6,507-80.2% |
| Admin fee / account holder | $3,592 | $8,834-59.3% | $6,956-48.4% | $12,624-71.5% |