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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,288 | $109,881-66.1% | $150,045-75.1% | $84,808-56.0% |
| Participation rate | 41.4% | 76.1%-34.7pp | 82.3%-40.9pp | 68.3%-26.9pp |
| Annual return | 11.10% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $949 | $3,561-73.4% | $4,693-79.8% | $2,631-63.9% |
| Participant deferral / active EE | $1,494 | $6,636-77.5% | $7,997-81.3% | $4,212-64.5% |
| Admin fee / account holder | $39,829 | $8,568+364.9% | $13,435+196.5% | $7,344+442.3% |