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 | $5,709 | $159,602-96.4% | $150,045-96.2% | $142,382-96.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 12.96% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,592 | $4,961-67.9% | $4,693-66.1% | $4,299-63.0% |
| Participant deferral / active EE | $1,704 | $8,310-79.5% | $7,997-78.7% | $6,507-73.8% |
| Admin fee / account holder | $5,359 | $14,846-63.9% | $13,435-60.1% | $12,624-57.5% |