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 | $15,958 | $95,803-83.3% | $113,168-85.9% | $84,808-81.2% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 22.06% | 25.00%-2.9pp | 24.27%-2.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,231 | $2,360-47.8% | $2,975-58.6% | $2,631-53.2% |
| Participant deferral / active EE | $1,874 | $4,242-55.8% | $5,107-63.3% | $4,212-55.5% |
| Admin fee / account holder | $859 | $8,989-90.4% | $12,068-92.9% | $7,344-88.3% |