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 | $6,286 | $177,572-96.5% | $154,803-95.9% | $142,382-95.6% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 80.40% | 65.07%+15.3pp | 58.88%+21.5pp | 217.08%-136.7pp |
| Employer contribution / active EE | $3,265 | $4,810-32.1% | $4,305-24.2% | $4,299-24.1% |
| Participant deferral / active EE | $3,265 | $6,272-47.9% | $5,540-41.1% | $6,507-49.8% |
| Admin fee / account holder | $5,653 | $16,786-66.3% | $14,329-60.6% | $12,624-55.2% |