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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,089 | $87,013-66.6% | $106,213-72.6% | $80,856-64.0% |
| Participation rate | 63.3% | 70.4%-7.1pp | 75.3%-11.9pp | 67.6%-4.3pp |
| Annual return | 10.64% | 17.05%-6.4pp | 116.14%-105.5pp | 35.59%-25.0pp |
| Employer contribution / active EE | $353 | $2,395-85.2% | $3,171-88.9% | $2,755-87.2% |
| Participant deferral / active EE | $2,861 | $3,986-28.2% | $5,016-43.0% | $4,296-33.4% |
| Admin fee / account holder | $3,699 | $8,431-56.1% | $11,033-66.5% | $6,918-46.5% |