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 | $11,611 | $138,065-91.6% | $123,544-90.6% | $135,375-91.4% |
| Participation rate | 55.0% | 84.7%-29.7pp | 82.3%-27.3pp | 82.6%-27.6pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,238 | $5,151-76.0% | $4,628-73.3% | $4,779-74.1% |
| Participant deferral / active EE | $2,806 | $6,799-58.7% | $6,426-56.3% | $5,609-50.0% |
| Admin fee / account holder | $8,206 | $10,916-24.8% | $9,284-11.6% | $10,827-24.2% |