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 | $5,516 | $111,724-95.1% | $93,606-94.1% | $145,922-96.2% |
| Participation rate | 69.6% | 74.2%-4.6pp | 68.7%+0.8pp | 80.3%-10.7pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,690 | $3,090-45.3% | $2,420-30.1% | $4,660-63.7% |
| Participant deferral / active EE | $2,332 | $4,912-52.5% | $4,411-47.1% | $6,688-65.1% |
| Admin fee / account holder | $509 | $10,250-95.0% | $8,285-93.9% | $13,397-96.2% |