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 | $10,752 | $89,753-88.0% | $107,525-90.0% | $84,808-87.3% |
| Participation rate | 63.8% | 68.1%-4.2pp | 75.1%-11.2pp | 68.3%-4.5pp |
| Annual return | 16.44% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,376 | $3,113-55.8% | $3,754-63.3% | $2,631-47.7% |
| Participant deferral / active EE | $2,385 | $4,056-41.2% | $5,116-53.4% | $4,212-43.4% |
| Admin fee / account holder | $3,810 | $7,222-47.3% | $8,919-57.3% | $7,344-48.1% |