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.
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.)
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 | $2,730 | $95,803-97.2% | $113,168-97.6% | $84,808-96.8% |
| Participation rate | 80.5% | 72.9%+7.6pp | 76.6%+3.9pp | 68.3%+12.2pp |
| Annual return | 0.00% | 25.00%-25.0pp | 24.27%-24.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $327 | $2,360-86.2% | $2,975-89.0% | $2,631-87.6% |
| Participant deferral / active EE | $2,089 | $4,242-50.8% | $5,107-59.1% | $4,212-50.4% |
| Admin fee / account holder | $316 | $8,989-96.5% | $12,068-97.4% | $7,344-95.7% |