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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,315 | $55,415-41.7% | $155,509-79.2% | $74,495-56.6% |
| Participation rate | 38.9% | 61.9%-23.0pp | 78.2%-39.3pp | 67.2%-28.3pp |
| Annual return | 12.63% | 268.50%-255.9pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,343 | $2,836-52.7% | $5,626-76.1% | $4,346-69.1% |
| Admin fee / account holder | $3,275 | $1,738+88.4% | $15,912-79.4% | $1,942+68.6% |