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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,977 | $179,726-94.4% | $156,263-93.6% | $142,382-93.0% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.9%-48.1pp | 80.1%-49.4pp |
| Annual return | 18.30% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $716 | $5,069-85.9% | $4,333-83.5% | $4,299-83.3% |
| Participant deferral / active EE | $2,404 | $6,956-65.4% | $6,158-61.0% | $6,507-63.1% |
| Admin fee / account holder | $3,413 | $17,272-80.2% | $14,255-76.1% | $12,624-73.0% |