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 | $120,098 | $214,378-44.0% | $200,582-40.1% | $142,382-15.7% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 14.52% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $983 | $6,841-85.6% | $6,419-84.7% | $4,299-77.1% |
| Participant deferral / active EE | $8,914 | $9,865-9.6% | $9,331-4.5% | $6,507+37.0% |
| Admin fee / account holder | $79,692 | $17,692+350.4% | $16,305+388.8% | $12,624+531.3% |