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 | $67,326 | $95,803-29.7% | $113,168-40.5% | $84,808-20.6% |
| Participation rate | 68.9% | 72.9%-4.0pp | 76.6%-7.7pp | 68.3%+0.5pp |
| Annual return | 9.74% | 25.00%-15.3pp | 24.27%-14.5pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,669 | $2,360-29.3% | $2,975-43.9% | $2,631-36.6% |
| Participant deferral / active EE | $2,556 | $4,242-39.7% | $5,107-50.0% | $4,212-39.3% |
| Admin fee / account holder | $27,445 | $8,989+205.3% | $12,068+127.4% | $7,344+273.7% |