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 | $3,982 | $210,648-98.1% | $177,989-97.8% | $145,922-97.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 12.37% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $989 | $4,565-78.3% | $3,949-75.0% | $4,660-78.8% |
| Participant deferral / active EE | $1,904 | $6,958-72.6% | $6,276-69.7% | $6,688-71.5% |
| Admin fee / account holder | $1,951 | $12,013-83.8% | $10,363-81.2% | $13,397-85.4% |