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 | $8,614 | $81,248-89.4% | $155,509-94.5% | $80,856-89.3% |
| Participation rate | 38.7% | 66.2%-27.5pp | 78.2%-39.5pp | 67.6%-28.9pp |
| Annual return | 16.59% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,557 | $3,452+3.0% | $5,626-36.8% | $4,296-17.2% |
| Admin fee / account holder | $1,839 | $7,997-77.0% | $15,912-88.4% | $6,918-73.4% |