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 | $16,328 | $183,519-91.1% | $155,509-89.5% | $145,922-88.8% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 11.09% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,062 | $5,313-80.0% | $4,672-77.3% | $4,660-77.2% |
| Participant deferral / active EE | $4,753 | $6,462-26.4% | $5,626-15.5% | $6,688-28.9% |
| Admin fee / account holder | $936 | $19,313-95.2% | $15,912-94.1% | $13,397-93.0% |