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.
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 | $1,717 | $74,888-97.7% | $71,209-97.6% | $142,382-98.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 16.64% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,272 | $4,454-49.0% | $4,175-45.6% | $6,507-65.1% |
| Admin fee / account holder | $8,818 | $5,568+58.4% | $5,349+64.9% | $12,624-30.1% |