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 | $30,691 | $114,381-73.2% | $107,525-71.5% | $142,382-78.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 27.42% | 242.71%-215.3pp | 181.32%-153.9pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,321 | $4,015-67.1% | $3,754-64.8% | $4,299-69.3% |
| Participant deferral / active EE | $2,089 | $5,564-62.5% | $5,116-59.2% | $6,507-67.9% |
| Admin fee / account holder | $34,675 | $9,860+251.7% | $8,919+288.8% | $12,624+174.7% |