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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,533 | $74,927-24.5% | $101,794-44.5% | $84,808-33.3% |
| Participation rate | 41.7% | 61.4%-19.7pp | 69.2%-27.5pp | 68.3%-26.6pp |
| Annual return | 13.14% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $751 | $1,522-50.6% | $2,289-67.2% | $2,631-71.5% |
| Participant deferral / active EE | $864 | $3,099-72.1% | $4,084-78.9% | $4,212-79.5% |
| Admin fee / account holder | $4,509 | $6,514-30.8% | $8,777-48.6% | $7,344-38.6% |