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.
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 | $18,198 | $102,317-82.2% | $146,958-87.6% | $80,856-77.5% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.2%-38.4pp | 67.6%-23.9pp |
| Annual return | 10.95% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,785 | $3,713-51.9% | $4,933-63.8% | $2,755-35.2% |
| Participant deferral / active EE | $3,142 | $6,644-52.7% | $8,070-61.1% | $4,296-26.8% |
| Admin fee / account holder | $920 | $7,941-88.4% | $12,998-92.9% | $6,918-86.7% |