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 | $13,304 | $133,922-90.1% | $116,228-88.6% | $142,382-90.7% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.6%-36.5pp | 80.1%-42.0pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,730 | $3,446-49.8% | $2,994-42.2% | $4,299-59.8% |
| Participant deferral / active EE | $3,988 | $5,672-29.7% | $4,953-19.5% | $6,507-38.7% |
| Admin fee / account holder | $3,339 | $14,945-77.7% | $11,989-72.2% | $12,624-73.6% |