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.
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 | $10,768 | $127,065-91.5% | $113,168-90.5% | $142,382-92.4% |
| Participation rate | 68.8% | 79.2%-10.5pp | 76.6%-7.8pp | 80.1%-11.4pp |
| Annual return | 10.50% | 24.03%-13.5pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,958 | $3,442-43.1% | $2,975-34.2% | $4,299-54.5% |
| Participant deferral / active EE | $2,122 | $5,716-62.9% | $5,107-58.4% | $6,507-67.4% |
| Admin fee / account holder | $7,419 | $15,736-52.9% | $12,068-38.5% | $12,624-41.2% |