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 | $28,000 | $48,795-42.6% | $65,493-57.2% | $84,808-67.0% |
| Participation rate | 47.7% | 67.0%-19.3pp | 73.1%-25.4pp | 68.3%-20.6pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | $313 | $1,930-83.8% | $2,574-87.8% | $2,631-88.1% |
| Participant deferral / active EE | $1,061 | $2,928-63.8% | $3,961-73.2% | $4,212-74.8% |
| Admin fee / account holder | $2,303 | $3,877-40.6% | $5,028-54.2% | $7,344-68.6% |