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.)
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 | $4,885 | $60,022-91.9% | $88,946-94.5% | $84,808-94.2% |
| Participation rate | 57.6% | 57.8%-0.2pp | 68.8%-11.2pp | 68.3%-10.7pp |
| Annual return | 20.87% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,723 | $3,114-12.6% | $4,581-40.6% | $4,212-35.3% |
| Admin fee / account holder | $2,665 | $4,811-44.6% | $8,261-67.7% | $7,344-63.7% |