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 | $93,588 | $148,534-37.0% | $135,903-31.1% | $139,434-32.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 10.09% | 79.19%-69.1pp | 68.23%-58.1pp | 372.94%-362.8pp |
| Employer contribution / active EE | $750 | $5,243-85.7% | $4,856-84.6% | $4,751-84.2% |
| Participant deferral / active EE | $10,000 | $8,100+23.5% | $7,758+28.9% | $6,710+49.0% |
| Admin fee / account holder | $34,019 | $12,400+174.4% | $10,762+216.1% | $11,403+198.3% |