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 | $58,645 | $107,452-45.4% | $91,541-35.9% | $142,382-58.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 13.53% | 22.06%-8.5pp | 20.50%-7.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,042 | $2,994-65.2% | $2,505-58.4% | $4,299-75.8% |
| Participant deferral / active EE | $6,619 | $4,754+39.2% | $4,008+65.1% | $6,507+1.7% |
| Admin fee / account holder | $464 | $8,834-94.7% | $6,956-93.3% | $12,624-96.3% |