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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,264 | $97,744+74.2% | $103,476+64.5% | $145,922+16.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.8pp | 80.3%-13.6pp |
| Annual return | 7.67% | 25.41%-17.7pp | 23.90%-16.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,261 | $6,603+40.2% | $6,623+39.8% | $6,688+38.5% |
| Admin fee / account holder | $140,250 | $12,515+1020.7% | $9,413+1390.0% | $13,397+946.9% |