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 | $58,322 | $48,795+19.5% | $65,493-11.0% | $84,808-31.2% |
| Participation rate | 43.5% | 67.0%-23.5pp | 73.1%-29.6pp | 68.3%-24.8pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,017 | $2,928+3.0% | $3,961-23.8% | $4,212-28.4% |
| Admin fee / account holder | $2,878 | $3,877-25.8% | $5,028-42.8% | $7,344-60.8% |