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 | $25,536 | $54,705-53.3% | $71,209-64.1% | $84,808-69.9% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.8%-29.8pp | 68.3%-24.3pp |
| Annual return | 22.81% | 35.90%-13.1pp | 282.51%-259.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,514 | $2,158-29.8% | $2,721-44.3% | $2,631-42.4% |
| Participant deferral / active EE | $2,392 | $3,030-21.1% | $4,175-42.7% | $4,212-43.2% |
| Admin fee / account holder | $1,231 | $4,863-74.7% | $5,349-77.0% | $7,344-83.2% |