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.
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 | $827 | $74,888-98.9% | $71,209-98.8% | $142,382-99.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | -6.34% | 345.14%-351.5pp | 282.51%-288.8pp | 217.08%-223.4pp |
| Employer contribution / active EE | $978 | $2,854-65.7% | $2,721-64.0% | $4,299-77.2% |
| Participant deferral / active EE | $978 | $4,454-78.0% | $4,175-76.6% | $6,507-85.0% |
| Admin fee / account holder | $3,293 | $5,568-40.9% | $5,349-38.4% | $12,624-73.9% |