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 | $18,484 | $179,726-89.7% | $156,263-88.2% | $142,382-87.0% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.9%-23.9pp | 80.1%-25.1pp |
| Annual return | 0.00% | 77.86%-77.9pp | 59.47%-59.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,070 | $5,069-59.2% | $4,333-52.2% | $4,299-51.9% |
| Participant deferral / active EE | $4,491 | $6,956-35.4% | $6,158-27.1% | $6,507-31.0% |
| Admin fee / account holder | $652 | $17,272-96.2% | $14,255-95.4% | $12,624-94.8% |