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 | $29,616 | $88,083-66.4% | $164,813-82.0% | $74,495-60.2% |
| Participation rate | 50.0% | 73.0%-23.0pp | 78.6%-28.6pp | 67.2%-17.2pp |
| Annual return | 71.67% | 17.26%+54.4pp | 69.93%+1.7pp | 1364.94%-1293.3pp |
| Employer contribution / active EE | $2,027 | $2,593-21.8% | $4,341-53.3% | $2,623-22.7% |
| Participant deferral / active EE | $4,237 | $4,498-5.8% | $6,031-29.8% | $4,346-2.5% |
| Admin fee / account holder | $709 | $2,234-68.3% | $12,690-94.4% | $1,942-63.5% |