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 | $5,066 | $117,841-95.7% | $102,423-95.1% | $145,922-96.5% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 0.00% | 31.65%-31.6pp | 29.32%-29.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,700 | $3,615-53.0% | $3,023-43.8% | $4,660-63.5% |
| Participant deferral / active EE | $2,039 | $5,731-64.4% | $5,053-59.7% | $6,688-69.5% |
| Admin fee / account holder | $740 | $13,326-94.4% | $9,451-92.2% | $13,397-94.5% |