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 | $24,315 | $87,013-72.1% | $106,213-77.1% | $80,856-69.9% |
| Participation rate | 47.6% | 70.4%-22.8pp | 75.3%-27.7pp | 67.6%-20.0pp |
| Annual return | 21.31% | 17.05%+4.3pp | 116.14%-94.8pp | 35.59%-14.3pp |
| Employer contribution / active EE | $1,531 | $2,395-36.1% | $3,171-51.7% | $2,755-44.4% |
| Participant deferral / active EE | $4,026 | $3,986+1.0% | $5,016-19.7% | $4,296-6.3% |
| Admin fee / account holder | $5,811 | $8,431-31.1% | $11,033-47.3% | $6,918-16.0% |