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 | $79,692 | $210,648-62.2% | $177,989-55.2% | $145,922-45.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 0.00% | 385.86%-385.9pp | 294.48%-294.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,508 | $4,565-45.1% | $3,949-36.5% | $4,660-46.2% |
| Participant deferral / active EE | $8,725 | $6,958+25.4% | $6,276+39.0% | $6,688+30.5% |
| Admin fee / account holder | $11,777 | $12,013-2.0% | $10,363+13.6% | $13,397-12.1% |