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 | $12,895 | $70,606-81.7% | $53,898-76.1% | $142,382-90.9% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 11.02% | 619.81%-608.8pp | 528.60%-517.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,663 | $2,364+12.7% | $1,826+45.8% | $6,507-59.1% |
| Admin fee / account holder | $2,557 | $2,852-10.3% | $2,491+2.6% | $12,624-79.7% |