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 | $9,993 | $177,572-94.4% | $154,803-93.5% | $142,382-93.0% |
| Participation rate | 47.1% | 82.1%-35.0pp | 78.1%-31.0pp | 80.1%-33.1pp |
| Annual return | 40.73% | 65.07%-24.3pp | 58.88%-18.2pp | 217.08%-176.3pp |
| Employer contribution / active EE | $1,257 | $4,810-73.9% | $4,305-70.8% | $4,299-70.8% |
| Participant deferral / active EE | $2,558 | $6,272-59.2% | $5,540-53.8% | $6,507-60.7% |
| Admin fee / account holder | $736 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |