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 | $2,222 | $54,517-95.9% | $75,972-97.1% | $74,495-97.0% |
| Participation rate | 1.7% | 60.3%-58.7pp | 69.1%-67.4pp | 67.2%-65.5pp |
| Annual return | 13.44% | 31.82%-18.4pp | 359.55%-346.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $193 | $3,066-93.7% | $4,255-95.5% | $4,346-95.6% |
| Admin fee / account holder | $7,655 | $2,229+243.5% | $6,467+18.4% | $1,942+294.2% |