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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,311 | $177,572-99.3% | $154,803-99.2% | $142,382-99.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 96.14% | 65.07%+31.1pp | 58.88%+37.3pp | 217.08%-120.9pp |
| Employer contribution / active EE | $3,174 | $4,810-34.0% | $4,305-26.3% | $4,299-26.2% |
| Participant deferral / active EE | $4,085 | $6,272-34.9% | $5,540-26.3% | $6,507-37.2% |
| Admin fee / account holder | $380 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |