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 | $3,697 | $80,717-95.4% | $154,803-97.6% | $84,808-95.6% |
| Participation rate | 42.9% | 66.8%-24.0pp | 78.1%-35.2pp | 68.3%-25.5pp |
| Annual return | 26.97% | 37.96%-11.0pp | 58.88%-31.9pp | 40.90%-13.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,759 | $3,303-46.7% | $5,540-68.2% | $4,212-58.2% |
| Admin fee / account holder | $386 | $6,746-94.3% | $14,329-97.3% | $7,344-94.7% |