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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,875 | $546,767-99.7% | $193,871-99.0% | $546,767-99.7% |
| Participation rate | 66.7% | 83.5%-16.9pp | 85.6%-18.9pp | 83.5%-16.9pp |
| Annual return | -63.75% | 10.35%-74.1pp | 15.27%-79.0pp | 10.35%-74.1pp |
| Employer contribution / active EE | $667 | $24,752-97.3% | $4,691-85.8% | $24,752-97.3% |
| Participant deferral / active EE | $250 | $3,964-93.7% | $2,779-91.0% | $3,964-93.7% |
| Admin fee / account holder | $1,238 | $48,677-97.5% | $12,948-90.4% | $48,677-97.5% |