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.)
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 | $2,415 | $189,613-98.7% | $167,512-98.6% | $142,382-98.3% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 3.00% | 2024.68%-2021.7pp | 1615.79%-1612.8pp | 217.08%-214.1pp |
| Employer contribution / active EE | $655 | $4,349-84.9% | $3,882-83.1% | $4,299-84.8% |
| Participant deferral / active EE | $1,118 | $6,981-84.0% | $6,405-82.5% | $6,507-82.8% |
| Admin fee / account holder | $3,578 | $10,528-66.0% | $9,769-63.4% | $12,624-71.7% |