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.
Participant 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.
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 | $1,957 | $189,613-99.0% | $167,512-98.8% | $142,382-98.6% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 6.74% | 2024.68%-2017.9pp | 1615.79%-1609.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $545 | $4,349-87.5% | $3,882-86.0% | $4,299-87.3% |
| Participant deferral / active EE | $661 | $6,981-90.5% | $6,405-89.7% | $6,507-89.8% |
| Admin fee / account holder | $3,272 | $10,528-68.9% | $9,769-66.5% | $12,624-74.1% |