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 | $1,709 | $48,795-96.5% | $65,493-97.4% | $84,808-98.0% |
| Participation rate | 46.2% | 67.0%-20.8pp | 73.1%-26.9pp | 68.3%-22.2pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | $132 | $1,930-93.2% | $2,574-94.9% | $2,631-95.0% |
| Participant deferral / active EE | $936 | $2,928-68.0% | $3,961-76.4% | $4,212-77.8% |
| Admin fee / account holder | $474 | $3,877-87.8% | $5,028-90.6% | $7,344-93.5% |