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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,913 | $159,901-89.4% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.61% | 98.13%-90.5pp | 418.34%-410.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,051 | $5,286-61.2% | $4,933-58.4% | $4,660-56.0% |
| Participant deferral / active EE | $9,514 | $8,428+12.9% | $8,070+17.9% | $6,688+42.3% |
| Admin fee / account holder | $302 | $15,044-98.0% | $12,998-97.7% | $13,397-97.7% |