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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,818 | $60,022-88.6% | $88,946-92.3% | $84,808-92.0% |
| Participation rate | 38.5% | 57.8%-19.4pp | 68.8%-30.4pp | 68.3%-29.8pp |
| Annual return | 37.93% | 22.43%+15.5pp | 57.82%-19.9pp | 40.90%-3.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,818 | $3,114-41.6% | $4,581-60.3% | $4,212-56.8% |
| Admin fee / account holder | $545 | $4,811-88.7% | $8,261-93.4% | $7,344-92.6% |