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 | $8,679 | $49,915-82.6% | $154,803-94.4% | $74,304-88.3% |
| Participation rate | 26.3% | 54.0%-27.6pp | 78.1%-51.8pp | 60.3%-34.0pp |
| Annual return | 14.36% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $376 | $1,611-76.7% | $4,305-91.3% | $2,241-83.2% |
| Participant deferral / active EE | $844 | $2,255-62.6% | $5,540-84.8% | $3,767-77.6% |
| Admin fee / account holder | $750 | $2,189-65.7% | $14,329-94.8% | $2,969-74.7% |