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.)
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 | $12,916 | $55,415-76.7% | $155,509-91.7% | $74,495-82.7% |
| Participation rate | 19.2% | 61.9%-42.7pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 22.59% | 268.50%-245.9pp | 64.67%-42.1pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $549 | $2,267-75.8% | $4,672-88.2% | $2,623-79.1% |
| Participant deferral / active EE | $1,051 | $2,836-62.9% | $5,626-81.3% | $4,346-75.8% |
| Admin fee / account holder | $2,367 | $1,738+36.2% | $15,912-85.1% | $1,942+21.9% |