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 | $737 | $74,888-99.0% | $71,209-99.0% | $142,382-99.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 165.22% | 345.14%-179.9pp | 282.51%-117.3pp | 217.08%-51.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,146 | $4,454-74.3% | $4,175-72.5% | $6,507-82.4% |
| Admin fee / account holder | $487 | $5,568-91.3% | $5,349-90.9% | $12,624-96.1% |