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 | $1,500 | $161,701-99.1% | - | $142,382-98.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | - | 80.1%-30.1pp |
| Annual return | -115.56% | 549.36%-664.9pp | - | 217.08%-332.6pp |
| Employer contribution / active EE | $1,625 | $4,438-63.4% | - | $4,299-62.2% |
| Participant deferral / active EE | $188 | $5,394-96.5% | - | $6,507-97.1% |
| Admin fee / account holder | $538 | $9,598-94.4% | - | $12,624-95.7% |