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 | $6,715 | $68,719-90.2% | $91,541-92.7% | $84,808-92.1% |
| Participation rate | 65.6% | 64.5%+1.1pp | 69.8%-4.1pp | 68.3%-2.7pp |
| Annual return | 23.87% | 19.12%+4.8pp | 20.50%+3.4pp | 40.90%-17.0pp |
| Employer contribution / active EE | $747 | $1,920-61.1% | $2,505-70.2% | $2,631-71.6% |
| Participant deferral / active EE | $1,520 | $3,136-51.5% | $4,008-62.1% | $4,212-63.9% |
| Admin fee / account holder | $497 | $5,786-91.4% | $6,956-92.9% | $7,344-93.2% |