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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,659 | $159,901+46.1% | $146,958+59.0% | $145,922+60.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.40% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,455 | $5,286-34.6% | $4,933-30.0% | $4,660-25.9% |
| Participant deferral / active EE | $10,380 | $8,428+23.2% | $8,070+28.6% | $6,688+55.2% |
| Admin fee / account holder | $34,524 | $15,044+129.5% | $12,998+165.6% | $13,397+157.7% |