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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,949 | $80,724-10.9% | $103,333-30.4% | $74,495-3.4% |
| Participation rate | 45.1% | 65.7%-20.6pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.88%-24.9pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,062 | $3,157-66.4% | $3,868-72.6% | $2,623-59.5% |
| Participant deferral / active EE | $1,154 | $3,860-70.1% | $5,057-77.2% | $4,346-73.4% |
| Admin fee / account holder | $609 | $2,368-74.3% | $8,355-92.7% | $1,942-68.6% |