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.
Participant 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.)
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 | $5,659 | $159,602-96.5% | $150,045-96.2% | $142,382-96.0% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 23.97% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,568 | $4,961-68.4% | $4,693-66.6% | $4,299-63.5% |
| Participant deferral / active EE | $2,085 | $8,310-74.9% | $7,997-73.9% | $6,507-68.0% |
| Admin fee / account holder | $489 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |