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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,905 | $179,726-73.3% | $156,263-69.3% | $142,382-66.4% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.9%-25.6pp | 80.1%-26.8pp |
| Annual return | 8.00% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $814 | $5,069-83.9% | $4,333-81.2% | $4,299-81.1% |
| Participant deferral / active EE | $6,670 | $6,956-4.1% | $6,158+8.3% | $6,507+2.5% |
| Admin fee / account holder | $113,876 | $17,272+559.3% | $14,255+698.9% | $12,624+802.1% |