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 | $99,320 | $74,927+32.6% | $101,794-2.4% | $84,808+17.1% |
| Participation rate | 50.9% | 61.4%-10.5pp | 69.2%-18.3pp | 68.3%-17.4pp |
| Annual return | 12.95% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,153 | $3,099+1.7% | $4,084-22.8% | $4,212-25.1% |
| Admin fee / account holder | $17,454 | $6,514+168.0% | $8,777+98.9% | $7,344+137.7% |