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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,906 | $54,705-63.6% | $71,209-72.0% | $84,808-76.5% |
| Participation rate | 14.5% | 64.1%-49.5pp | 73.8%-59.2pp | 68.3%-53.8pp |
| Annual return | 22.63% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $888 | $3,030-70.7% | $4,175-78.7% | $4,212-78.9% |
| Admin fee / account holder | $747 | $4,863-84.6% | $5,349-86.0% | $7,344-89.8% |