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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,059 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 3.24% | 24.77%-21.5pp | 24.88%-21.6pp | 561.29%-558.0pp |
| Employer contribution / active EE | $455 | $4,212-89.2% | $3,868-88.2% | $4,660-90.2% |
| Participant deferral / active EE | $2,049 | $5,619-63.5% | $5,057-59.5% | $6,688-69.4% |
| Admin fee / account holder | $36,316 | $9,750+272.5% | $8,355+334.7% | $13,397+171.1% |