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 | $5,146 | $48,795-89.5% | $65,493-92.1% | $84,808-93.9% |
| Participation rate | 22.2% | 67.0%-44.8pp | 73.1%-50.9pp | 68.3%-46.1pp |
| Annual return | 12.15% | 20.20%-8.0pp | 982.45%-970.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $952 | $2,928-67.5% | $3,961-76.0% | $4,212-77.4% |
| Admin fee / account holder | $4,526 | $3,877+16.8% | $5,028-10.0% | $7,344-38.4% |