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 | $3,108 | $74,927-95.9% | $101,794-96.9% | $84,808-96.3% |
| Participation rate | 14.3% | 61.4%-47.1pp | 69.2%-54.9pp | 68.3%-54.0pp |
| Annual return | 50.08% | 18.70%+31.4pp | 30.53%+19.6pp | 40.90%+9.2pp |
| Employer contribution / active EE | $740 | $1,522-51.4% | $2,289-67.7% | $2,631-71.9% |
| Participant deferral / active EE | $1,402 | $3,099-54.8% | $4,084-65.7% | $4,212-66.7% |
| Admin fee / account holder | $2,533 | $6,514-61.1% | $8,777-71.1% | $7,344-65.5% |