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.)
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 | $28,828 | $109,413-73.7% | $156,263-81.6% | $84,808-66.0% |
| Participation rate | 52.0% | 72.7%-20.7pp | 78.9%-26.9pp | 68.3%-16.3pp |
| Annual return | 17.03% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $738 | $2,907-74.6% | $4,333-83.0% | $2,631-71.9% |
| Participant deferral / active EE | $2,683 | $4,590-41.5% | $6,158-56.4% | $4,212-36.3% |
| Admin fee / account holder | $773 | $9,357-91.7% | $14,255-94.6% | $7,344-89.5% |