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 | $104,422 | $54,705+90.9% | $71,209+46.6% | $84,808+23.1% |
| Participation rate | 24.1% | 64.1%-39.9pp | 73.8%-49.6pp | 68.3%-44.2pp |
| Annual return | 8.87% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $548 | $3,030-81.9% | $4,175-86.9% | $4,212-87.0% |
| Admin fee / account holder | $1,420 | $4,863-70.8% | $5,349-73.5% | $7,344-80.7% |