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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,864 | $111,724+203.3% | $93,606+262.0% | $145,922+132.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.34% | 202.98%-192.6pp | 133.20%-122.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $345 | $3,090-88.8% | $2,420-85.7% | $4,660-92.6% |
| Participant deferral / active EE | $7,350 | $4,912+49.6% | $4,411+66.6% | $6,688+9.9% |
| Admin fee / account holder | $7,119 | $10,250-30.5% | $8,285-14.1% | $13,397-46.9% |