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 | $78,490 | $177,572-55.8% | $154,803-49.3% | $142,382-44.9% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 15.30% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | -$8 | $4,810-100.2% | $4,305-100.2% | $4,299-100.2% |
| Participant deferral / active EE | $12,636 | $6,272+101.5% | $5,540+128.1% | $6,507+94.2% |
| Admin fee / account holder | $14,298 | $16,786-14.8% | $14,329-0.2% | $12,624+13.3% |