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 | $100,596 | $88,751+13.3% | $81,812+23.0% | $145,922-31.1% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.3%-45.1pp | 80.3%-53.0pp |
| Annual return | 11.82% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $627 | $3,083-79.7% | $2,912-78.5% | $4,660-86.5% |
| Participant deferral / active EE | $3,294 | $4,643-29.1% | $4,319-23.7% | $6,688-50.8% |
| Admin fee / account holder | $167,359 | $8,415+1888.7% | $7,386+2165.9% | $13,397+1149.2% |