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.)
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 | $14,878 | $101,724-85.4% | $164,813-91.0% | $80,856-81.6% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 0.00% | 16.72%-16.7pp | 69.93%-69.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,797 | $2,953-39.1% | $4,341-58.6% | $2,755-34.8% |
| Participant deferral / active EE | $7,741 | $4,477+72.9% | $6,031+28.3% | $4,296+80.2% |
| Admin fee / account holder | $319 | $8,227-96.1% | $12,690-97.5% | $6,918-95.4% |