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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $706,463 | $111,754+532.2% | $103,333+583.7% | $145,922+384.1% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 8.16% | 24.77%-16.6pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,702 | $4,212-59.6% | $3,868-56.0% | $4,660-63.5% |
| Participant deferral / active EE | $4,904 | $5,619-12.7% | $5,057-3.0% | $6,688-26.7% |
| Admin fee / account holder | $22,316 | $9,750+128.9% | $8,355+167.1% | $13,397+66.6% |