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 | $7,408 | $95,803-92.3% | $113,168-93.5% | $84,808-91.3% |
| Participation rate | 68.9% | 72.9%-4.0pp | 76.6%-7.7pp | 68.3%+0.6pp |
| Annual return | 24.38% | 25.00%-0.6pp | 24.27%+0.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,268 | $2,360-46.3% | $2,975-57.4% | $2,631-51.8% |
| Participant deferral / active EE | $1,806 | $4,242-57.4% | $5,107-64.6% | $4,212-57.1% |
| Admin fee / account holder | $387 | $8,989-95.7% | $12,068-96.8% | $7,344-94.7% |