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 | $3,552 | $34,934-89.8% | $56,411-93.7% | $74,495-95.2% |
| Participation rate | 41.7% | 32.8%+8.9pp | 52.5%-10.7pp | 67.2%-25.5pp |
| Annual return | 17.39% | 25.94%-8.5pp | 1701.33%-1683.9pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $370 | $609-39.2% | $1,039-64.4% | $2,623-85.9% |
| Participant deferral / active EE | $516 | $1,170-55.9% | $1,952-73.6% | $4,346-88.1% |
| Admin fee / account holder | $1,051 | $2,364-55.5% | $2,829-62.8% | $1,942-45.9% |