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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,415 | $177,572-97.5% | $154,803-97.1% | $142,382-96.9% |
| Participation rate | 56.5% | 82.1%-25.5pp | 78.1%-21.5pp | 80.1%-23.6pp |
| Annual return | 27.27% | 65.07%-37.8pp | 58.88%-31.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,896 | $6,272-69.8% | $5,540-65.8% | $6,507-70.9% |
| Admin fee / account holder | $416 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |