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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,606 | $104,974-92.8% | $95,585-92.0% | $142,382-94.7% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 5.80% | 210.33%-204.5pp | 38.56%-32.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $466 | $2,779-83.2% | $2,527-81.6% | $4,299-89.2% |
| Participant deferral / active EE | $466 | $4,352-89.3% | $4,023-88.4% | $6,507-92.8% |
| Admin fee / account holder | $3,632 | $6,386-43.1% | $6,127-40.7% | $12,624-71.2% |