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 | $38,840 | $177,572-78.1% | $154,803-74.9% | $142,382-72.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 18.56% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,254 | $4,810-53.1% | $4,305-47.6% | $4,299-47.6% |
| Participant deferral / active EE | $8,514 | $6,272+35.8% | $5,540+53.7% | $6,507+30.8% |
| Admin fee / account holder | $309 | $16,786-98.2% | $14,329-97.8% | $12,624-97.5% |