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.)
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 | $2,474 | $109,982-97.8% | $97,226-97.5% | $145,922-98.3% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 12.44% | 242.90%-230.5pp | 75.13%-62.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $892 | $4,676-80.9% | $4,264-79.1% | $6,688-86.7% |
| Admin fee / account holder | $471 | $6,221-92.4% | $5,654-91.7% | $13,397-96.5% |