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 | $199,185 | $126,574+57.4% | $106,213+87.5% | $145,922+36.5% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | -17.26% | 224.79%-242.0pp | 116.14%-133.4pp | 561.29%-578.5pp |
| Employer contribution / active EE | $920 | $3,730-75.3% | $3,171-71.0% | $4,660-80.3% |
| Participant deferral / active EE | $2,291 | $5,724-60.0% | $5,016-54.3% | $6,688-65.8% |
| Admin fee / account holder | $70,441 | $17,304+307.1% | $11,033+538.5% | $13,397+425.8% |