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 | $29,224 | $109,413-73.3% | $156,263-81.3% | $84,808-65.5% |
| Participation rate | 47.1% | 72.7%-25.6pp | 78.9%-31.8pp | 68.3%-21.3pp |
| Annual return | 76.39% | 20.18%+56.2pp | 59.47%+16.9pp | 40.90%+35.5pp |
| Employer contribution / active EE | $2,798 | $2,907-3.8% | $4,333-35.4% | $2,631+6.3% |
| Participant deferral / active EE | $3,623 | $4,590-21.1% | $6,158-41.2% | $4,212-14.0% |
| Admin fee / account holder | $6,120 | $9,357-34.6% | $14,255-57.1% | $7,344-16.7% |