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 | $60,032 | $74,927-19.9% | $101,794-41.0% | $84,808-29.2% |
| Participation rate | 20.5% | 61.4%-40.9pp | 69.2%-48.7pp | 68.3%-47.8pp |
| Annual return | 12.88% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $218 | $1,522-85.7% | $2,289-90.5% | $2,631-91.7% |
| Participant deferral / active EE | $3,017 | $3,099-2.6% | $4,084-26.1% | $4,212-28.4% |
| Admin fee / account holder | $17,873 | $6,514+174.4% | $8,777+103.6% | $7,344+143.4% |