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.
Participant 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 | $12,430 | $214,378-94.2% | $200,582-93.8% | $142,382-91.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 24.68% | 46.41%-21.7pp | 42.33%-17.7pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,656 | $6,841-75.8% | $6,419-74.2% | $4,299-61.5% |
| Participant deferral / active EE | $2,589 | $9,865-73.8% | $9,331-72.3% | $6,507-60.2% |
| Admin fee / account holder | $852 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |