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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,459 | $150,187-95.7% | $120,354-94.6% | $145,922-95.6% |
| Participation rate | 63.6% | 78.8%-15.1pp | 71.9%-8.3pp | 80.3%-16.6pp |
| Annual return | 0.00% | 154.07%-154.1pp | 107.15%-107.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $803 | $4,348-81.5% | $3,463-76.8% | $4,660-82.8% |
| Participant deferral / active EE | $1,502 | $6,173-75.7% | $4,991-69.9% | $6,688-77.5% |
| Admin fee / account holder | $1,084 | $12,207-91.1% | $9,423-88.5% | $13,397-91.9% |