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 | $8,628 | $71,050-87.9% | $93,606-90.8% | $80,856-89.3% |
| Participation rate | 29.4% | 60.4%-31.0pp | 68.7%-39.3pp | 67.6%-38.2pp |
| Annual return | 30.51% | 11.26%+19.3pp | 133.20%-102.7pp | 35.59%-5.1pp |
| Employer contribution / active EE | $271 | $1,564-82.7% | $2,420-88.8% | $2,755-90.2% |
| Participant deferral / active EE | $1,442 | $4,034-64.2% | $4,411-67.3% | $4,296-66.4% |
| Admin fee / account holder | $681 | $6,945-90.2% | $8,285-91.8% | $6,918-90.2% |