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 | $12,153 | $81,460-85.1% | $103,333-88.2% | $80,856-85.0% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,843 | $3,105-40.6% | $3,868-52.4% | $2,755-33.1% |
| Participant deferral / active EE | $3,216 | $3,869-16.9% | $5,057-36.4% | $4,296-25.1% |
| Admin fee / account holder | $407 | $6,566-93.8% | $8,355-95.1% | $6,918-94.1% |