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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,891 | $177,572-62.3% | $154,803-56.8% | $142,382-53.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 4.31% | 65.07%-60.8pp | 58.88%-54.6pp | 217.08%-212.8pp |
| Employer contribution / active EE | $6,765 | $4,810+40.6% | $4,305+57.1% | $4,299+57.4% |
| Participant deferral / active EE | $1,554 | $6,272-75.2% | $5,540-71.9% | $6,507-76.1% |
| Admin fee / account holder | $211,352 | $16,786+1159.1% | $14,329+1375.0% | $12,624+1574.2% |