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 | $3,796 | $81,248-95.3% | $155,509-97.6% | $80,856-95.3% |
| Participation rate | 52.4% | 66.2%-13.8pp | 78.2%-25.8pp | 67.6%-15.3pp |
| Annual return | 18.85% | 33.31%-14.5pp | 64.67%-45.8pp | 35.59%-16.7pp |
| Employer contribution / active EE | $649 | $3,100-79.1% | $4,672-86.1% | $2,755-76.4% |
| Participant deferral / active EE | $2,420 | $3,452-29.9% | $5,626-57.0% | $4,296-43.7% |
| Admin fee / account holder | $2,254 | $7,997-71.8% | $15,912-85.8% | $6,918-67.4% |