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 | $5,993 | $238,490-97.5% | $180,183-96.7% | $142,382-95.8% |
| Participation rate | 55.6% | 82.3%-26.7pp | 77.4%-21.9pp | 80.1%-24.6pp |
| Annual return | 31.53% | 33.56%-2.0pp | 27.86%+3.7pp | 217.08%-185.5pp |
| Employer contribution / active EE | $1,645 | $6,143-73.2% | $5,039-67.3% | $4,299-61.7% |
| Participant deferral / active EE | $2,062 | $7,996-74.2% | $6,822-69.8% | $6,507-68.3% |
| Admin fee / account holder | $940 | $28,866-96.7% | $19,975-95.3% | $12,624-92.6% |