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 | $65,409 | $150,187-56.4% | $120,354-45.7% | $145,922-55.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 6.34% | 154.07%-147.7pp | 107.15%-100.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $287 | $4,348-93.4% | $3,463-91.7% | $4,660-93.8% |
| Participant deferral / active EE | $10,167 | $6,173+64.7% | $4,991+103.7% | $6,688+52.0% |
| Admin fee / account holder | $401 | $12,207-96.7% | $9,423-95.7% | $13,397-97.0% |