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.
Participant 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 | $1,036 | $48,795-97.9% | $65,493-98.4% | $84,808-98.8% |
| Participation rate | 25.7% | 67.0%-41.3pp | 73.1%-47.4pp | 68.3%-42.6pp |
| Annual return | 80.64% | 20.20%+60.4pp | 982.45%-901.8pp | 40.90%+39.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $291 | $2,928-90.1% | $3,961-92.6% | $4,212-93.1% |
| Admin fee / account holder | $339 | $3,877-91.2% | $5,028-93.3% | $7,344-95.4% |