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 | $13,910 | $81,248-82.9% | $155,509-91.1% | $80,856-82.8% |
| Participation rate | 9.7% | 66.2%-56.6pp | 78.2%-68.5pp | 67.6%-58.0pp |
| Annual return | 14.17% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,146 | $3,452-66.8% | $5,626-79.6% | $4,296-73.3% |
| Admin fee / account holder | $7,743 | $7,997-3.2% | $15,912-51.3% | $6,918+11.9% |