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 | $4,780 | $61,280-92.2% | $69,780-93.2% | $84,808-94.4% |
| Participation rate | 16.3% | 73.6%-57.3pp | 79.3%-63.0pp | 68.3%-52.0pp |
| Annual return | 28.53% | 12.93%+15.6pp | 26.31%+2.2pp | 40.90%-12.4pp |
| Employer contribution / active EE | $347 | $3,577-90.3% | $4,168-91.7% | $2,631-86.8% |
| Participant deferral / active EE | $502 | $3,756-86.6% | $6,164-91.9% | $4,212-88.1% |
| Admin fee / account holder | $2,588 | $6,026-57.0% | $7,285-64.5% | $7,344-64.8% |