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.)
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 | $4,443 | $81,460-94.5% | $103,333-95.7% | $80,856-94.5% |
| Participation rate | 31.4% | 66.8%-35.5pp | 74.5%-43.1pp | 67.6%-36.3pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $900 | $3,105-71.0% | $3,868-76.7% | $2,755-67.3% |
| Participant deferral / active EE | $996 | $3,869-74.3% | $5,057-80.3% | $4,296-76.8% |
| Admin fee / account holder | $349 | $6,566-94.7% | $8,355-95.8% | $6,918-95.0% |