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 | $19,590 | $81,460-76.0% | $103,333-81.0% | $80,856-75.8% |
| Participation rate | 43.8% | 66.8%-23.1pp | 74.5%-30.8pp | 67.6%-23.9pp |
| Annual return | 28.63% | 25.55%+3.1pp | 24.88%+3.7pp | 35.59%-7.0pp |
| Employer contribution / active EE | $1,490 | $3,105-52.0% | $3,868-61.5% | $2,755-45.9% |
| Participant deferral / active EE | $2,496 | $3,869-35.5% | $5,057-50.7% | $4,296-41.9% |
| Admin fee / account holder | $2,493 | $6,566-62.0% | $8,355-70.2% | $6,918-64.0% |